SkyOak Wealth’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,200
| Closed | -$64K | – | 227 |
|
|
2020
Q3 | $64K | Sell |
1,200
-250
| -17% | -$13.3K | 0.02% | 201 |
|
|
2020
Q2 | $85K | Buy |
1,450
+100
| +7% | +$5.86K | 0.03% | 235 |
|
|
2020
Q1 | $67K | Hold |
1,350
| – | – | 0.03% | 206 |
|
|
2019
Q4 | $97K | Buy |
+1,350
| New | +$97K | 0.03% | 302 |
|