HWMG
Hurlow Wealth Management Group’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,269
| Closed | -$59K | – | 97 |
|
|
2022
Q3 | $59K | Hold |
10,269
| – | – | 0.03% | 94 |
|
|
2022
Q2 | $63K | Hold |
10,269
| – | – | 0.04% | 92 |
|
|
2022
Q1 | $68K | Buy |
10,269
+197
| +2% | +$1.31K | 0.04% | 96 |
|
|
2021
Q4 | $63K | Hold |
10,072
| – | – | 0.05% | 89 |
|
|
2021
Q3 | $61K | Hold |
10,072
| – | – | 0.04% | 94 |
|
|
2021
Q2 | $66K | Hold |
10,072
| – | – | 0.04% | 98 |
|
|
2021
Q1 | $61K | Hold |
10,072
| – | – | 0.04% | 96 |
|
|
2020
Q4 | $64K | Hold |
10,072
| – | – | 0.05% | 93 |
|
|
2020
Q3 | $54K | Hold |
10,072
| – | – | 0.05% | 88 |
|
|
2020
Q2 | $56K | Hold |
10,072
| – | – | 0.05% | 88 |
|
|
2020
Q1 | $53K | Hold |
10,072
| – | – | 0.06% | 90 |
|
|
2019
Q4 | $72K | Hold |
10,072
| – | – | 0.07% | 95 |
|
|
2019
Q3 | $64K | Hold |
10,072
| – | – | 0.07% | 93 |
|
|
2019
Q2 | $61K | Hold |
10,072
| – | – | 0.06% | 93 |
|
|
2019
Q1 | $59K | Hold |
10,072
| – | – | 0.06% | 96 |
|
|
2018
Q4 | $58K | Buy |
+10,072
| New | +$58K | 0.07% | 88 |
|