Reilly Financial Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14K | Hold |
214
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $13K | Hold |
214
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $14K | Buy |
214
+204
| +2,040% | +$13.3K | ﹤0.01% | 626 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 996 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 869 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 815 |
|
|
2020
Q2 | $1K | Sell |
10
-10
| -50% | -$1K | ﹤0.01% | 870 |
|
|
2020
Q1 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 855 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 861 |
|
|
2019
Q3 | $1K | Sell |
10
-20
| -67% | -$2K | ﹤0.01% | 872 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 873 |
|
|
2019
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 891 |
|
|
2018
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 866 |
|
|
2018
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 939 |
|
|
2018
Q2 | $2K | Buy |
30
+10
| +50% | +$667 | ﹤0.01% | 927 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 940 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 939 |
|
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 967 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 916 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 890 |
|
|
2016
Q4 | $1K | Sell |
20
-30
| -60% | -$1.5K | ﹤0.01% | 806 |
|
|
2016
Q3 | $2K | Buy |
50
+30
| +150% | +$1.2K | ﹤0.01% | 761 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 769 |
|
|
2016
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 866 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1095 |
|
|
2015
Q3 | $2K | Sell |
50
-103
| -67% | -$4.12K | ﹤0.01% | 1143 |
|
|
2015
Q2 | $6K | Buy |
153
+92
| +151% | +$3.61K | ﹤0.01% | 1018 |
|
|
2015
Q1 | $2K | Sell |
61
-20
| -25% | -$656 | ﹤0.01% | 1180 |
|
|
2014
Q4 | $3K | Hold |
81
| – | – | ﹤0.01% | 716 |
|
|
2014
Q3 | $3K | Buy |
81
+10
| +14% | +$370 | ﹤0.01% | 730 |
|
|
2014
Q2 | $2K | Buy |
71
+20
| +39% | +$563 | ﹤0.01% | 791 |
|
|
2014
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 766 |
|
|
2013
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 805 |
|