Martel Wealth Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,010
| Closed | -$235K | – | 42 |
|
|
2020
Q2 | $235K | Hold |
4,010
| – | – | 0.08% | 40 |
|
|
2020
Q1 | $198K | Hold |
4,010
| – | – | 0.08% | 39 |
|
|
2019
Q4 | $287K | Hold |
4,010
| – | – | 0.1% | 36 |
|
|
2019
Q3 | $251K | Hold |
4,010
| – | – | 0.09% | 35 |
|
|
2019
Q2 | $224K | Hold |
4,010
| – | – | 0.08% | 36 |
|
|
2019
Q1 | $227K | Hold |
4,010
| – | – | 0.09% | 37 |
|
|
2018
Q4 | $229K | Hold |
4,010
| – | – | 0.09% | 38 |
|
|
2018
Q3 | $253K | Buy |
+4,010
| New | +$253K | 0.1% | 33 |
|