IWP
SIRI icon

Icon Wealth Partners’s SiriusXM SIRI Stock Holding History

Icon Wealth Partners’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-204
Closed -$12K – 661
2019
Q1 		$12K Buy
+204
New +$12.2K ﹤0.01% 646
2018
Q3 		– Sell
-209
Closed -$14K – 644
2018
Q2 		$14K Buy
+209
New +$14.1K 0.01% 651
2018
Q1 		– Sell
-260
Closed -$14K – 644
2017
Q4 		$14K Buy
+260
New +$14.4K 0.01% 668

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Invesco
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State Street
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ZP
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DCP
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Geode Capital Management
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Norges Bank
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EAM
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