Nelson Capital Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-25
| Closed | -$1K | – | 270 |
|
2016
Q2 | $1K | Sell |
25
-143
| -85% | -$5.72K | ﹤0.01% | 263 |
|
2016
Q1 | $7K | Hold |
168
| – | – | ﹤0.01% | 214 |
|
2015
Q4 | $7K | Buy |
168
+25
| +17% | +$1.04K | ﹤0.01% | 212 |
|
2015
Q3 | $5K | Hold |
143
| – | – | ﹤0.01% | 232 |
|
2015
Q2 | $5K | Hold |
143
| – | – | ﹤0.01% | 234 |
|
2015
Q1 | $5K | Hold |
143
| – | – | ﹤0.01% | 234 |
|
2014
Q4 | $5K | Hold |
143
| – | – | ﹤0.01% | 266 |
|
2014
Q3 | $5K | Hold |
143
| – | – | ﹤0.01% | 279 |
|
2014
Q2 | $5K | Hold |
143
| – | – | ﹤0.01% | 275 |
|
2014
Q1 | $5K | Sell |
143
-76
| -35% | -$2.66K | ﹤0.01% | 235 |
|
2013
Q4 | $8K | Hold |
219
| – | – | ﹤0.01% | 201 |
|
2013
Q3 | $8K | Buy |
219
+143
| +188% | +$5.22K | ﹤0.01% | 192 |
|
2013
Q2 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 210 |
|