Lenox Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $16K | Hold |
287
| – | – | ﹤0.01% | 373 |
|
|
2020
Q1 | $14K | Hold |
287
| – | – | ﹤0.01% | 359 |
|
|
2019
Q4 | $21K | Hold |
287
| – | – | 0.01% | 356 |
|
|
2019
Q3 | $17K | Hold |
287
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $16K | Hold |
287
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $16K | Hold |
287
| – | – | 0.01% | 388 |
|
|
2018
Q4 | $16K | Hold |
287
| – | – | 0.01% | 328 |
|
|
2018
Q3 | $18K | Hold |
287
| – | – | 0.01% | 344 |
|
|
2018
Q2 | $19K | Hold |
287
| – | – | 0.01% | 301 |
|
|
2018
Q1 | $17K | Buy |
287
+86
| +43% | +$5.09K | 0.01% | 310 |
|
|
2017
Q4 | $11K | Hold |
201
| – | – | ﹤0.01% | 377 |
|
|
2017
Q3 | $11K | Hold |
201
| – | – | ﹤0.01% | 385 |
|
|
2017
Q2 | $11K | Hold |
201
| – | – | ﹤0.01% | 366 |
|
|
2017
Q1 | $10K | Buy |
201
+90
| +81% | +$4.48K | 0.01% | 166 |
|
|
2016
Q4 | $5K | Hold |
111
| – | – | ﹤0.01% | 195 |
|
|
2016
Q3 | $5K | Hold |
111
| – | – | ﹤0.01% | 186 |
|
|
2016
Q2 | $4K | Hold |
111
| – | – | ﹤0.01% | 196 |
|
|
2016
Q1 | $4K | Hold |
111
| – | – | ﹤0.01% | 204 |
|
|
2015
Q4 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 194 |
|