Ropes 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
Q1 | – | Sell |
-150
| Closed | -$11K | – | 558 |
|
|
2019
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 463 |
|
|
2019
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 488 |
|
|
2019
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 495 |
|
|
2019
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 460 |
|
|
2018
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 433 |
|
|
2018
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 475 |
|
|
2018
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 467 |
|
|
2017
Q4 | $8K | Buy |
150
+50
| +50% | +$2.67K | ﹤0.01% | 558 |
|
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 468 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 437 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 417 |
|
|
2016
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 365 |
|