Mosaic Family Wealth’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,500
| Closed | -$156K | – | 741 |
|
|
2016
Q4 | $156K | Hold |
3,500
| – | – | 0.07% | 198 |
|
|
2016
Q3 | $146K | Hold |
3,500
| – | – | 0.07% | 201 |
|
|
2016
Q2 | $139K | Hold |
3,500
| – | – | 0.07% | 190 |
|
|
2016
Q1 | $138K | Hold |
3,500
| – | – | 0.07% | 185 |
|
|
2015
Q4 | $142K | Buy |
+3,500
| New | +$142K | 0.06% | 175 |
|