Institute for Wealth Management’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,244
Closed -$69K 461
2019
Q2
$69K Buy
1,244
+115
+10% +$6.38K 0.02% 463
2019
Q1
$64K Buy
1,129
+29
+3% +$1.64K 0.01% 442
2018
Q4
$63K Buy
+1,100
New +$63K 0.03% 262