Icon Wealth Partners’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-204
| Closed | -$12K | – | 661 |
|
|
2019
Q1 | $12K | Buy |
+204
| New | +$12K | ﹤0.01% | 646 |
|
|
2018
Q3 | – | Sell |
-209
| Closed | -$14K | – | 644 |
|
|
2018
Q2 | $14K | Buy |
+209
| New | +$14K | 0.01% | 651 |
|
|
2018
Q1 | – | Sell |
-260
| Closed | -$14K | – | 644 |
|
|
2017
Q4 | $14K | Buy |
+260
| New | +$14K | 0.01% | 668 |
|