MWM
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Meridian Wealth Management’s SiriusXM SIRI Stock Holding History

Meridian Wealth Management’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
Q4 		– Sell
-1,056
Closed -$66K – 215
2019
Q3 		$66K Hold
1,056
– – 0.03% 199
2019
Q2 		$589 Sell
1,056
-7
-0.7% -$398 0.02% 347
2019
Q1 		$60K Hold
1,063
– – 0.03% 192
2018
Q4 		$61K Sell
1,063
-200
-16% -$12.2K 0.04% 156
2018
Q3 		$80K Sell
1,263
-276
-18% -$19.2K 0.03% 169
2018
Q2 		$104K Buy
1,539
+176
+13% +$11.9K 0.05% 180
2018
Q1 		$85K Sell
1,363
-387
-22% -$23.2K 0.04% 176
2017
Q4 		$96K Hold
1,750
– – 0.06% 167
2017
Q3 		$97K Buy
1,750
+10
+0.6% +$553 0.06% 163
2017
Q2 		$95K Hold
1,740
– – 0.06% 163
2017
Q1 		$90K Sell
1,740
-48
-3% -$2.36K 0.05% 161
2016
Q4 		$80K Buy
+1,788
New +$77.8K 0.06% 126

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EAM
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