HCR Wealth Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,020
| Closed | -$65K | – | 260 |
|
|
2020
Q4 | $65K | Hold |
1,020
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $55K | Sell |
1,020
-133
| -12% | -$7.17K | 0.01% | 180 |
|
|
2020
Q2 | $68K | Hold |
1,153
| – | – | 0.02% | 172 |
|
|
2020
Q1 | $57K | Sell |
1,153
-267
| -19% | -$13.2K | 0.02% | 172 |
|
|
2019
Q4 | $102K | Buy |
+1,420
| New | +$102K | 0.02% | 169 |
|
|
2019
Q3 | – | Sell |
-1,420
| Closed | -$79K | – | 162 |
|
|
2019
Q2 | $79K | Sell |
1,420
-50
| -3% | -$2.78K | 0.02% | 152 |
|
|
2019
Q1 | $83K | Buy |
1,470
+200
| +16% | +$11.3K | 0.02% | 167 |
|
|
2018
Q4 | $73K | Buy |
+1,270
| New | +$73K | 0.02% | 157 |
|
|
2018
Q3 | – | Sell |
-1,420
| Closed | -$96K | – | 174 |
|
|
2018
Q2 | $96K | Hold |
1,420
| – | – | 0.03% | 167 |
|
|
2018
Q1 | $89K | Hold |
1,420
| – | – | 0.03% | 163 |
|
|
2017
Q4 | $76K | Hold |
1,420
| – | – | 0.03% | 165 |
|
|
2017
Q3 | $78K | Buy |
1,420
+100
| +8% | +$5.49K | 0.03% | 160 |
|
|
2017
Q2 | $72K | Sell |
1,320
-100
| -7% | -$5.46K | 0.04% | 138 |
|
|
2017
Q1 | $73K | Sell |
1,420
-200
| -12% | -$10.3K | 0.04% | 149 |
|
|
2016
Q4 | $72K | Buy |
+1,620
| New | +$72K | 0.04% | 145 |
|