Kalos Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,269
| Closed | -$141K | – | 211 |
|
|
2018
Q2 | $141K | Sell |
2,269
-3
| -0.1% | -$186 | 0.06% | 186 |
|
|
2018
Q1 | $141K | Hold |
2,272
| – | – | 0.08% | 111 |
|
|
2017
Q4 | $121K | Buy |
2,272
+192
| +9% | +$10.2K | 0.06% | 201 |
|
|
2017
Q3 | $114K | Buy |
+2,080
| New | +$114K | 0.07% | 145 |
|