Toth Financial Advisory’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-571
| Closed | -$31K | – | 456 |
|
|
2017
Q4 | $31K | Sell |
571
-9,961
| -95% | -$541K | 0.01% | 240 |
|
|
2017
Q3 | $581K | Sell |
10,532
-197
| -2% | -$10.9K | 0.15% | 114 |
|
|
2017
Q2 | $587K | Buy |
+10,729
| New | +$587K | 0.15% | 107 |
|
|
2016
Q1 | – | Sell |
-7,746
| Closed | -$315K | – | 114 |
|
|
2015
Q4 | $315K | Buy |
7,746
+4,600
| +146% | +$187K | 0.1% | 102 |
|
|
2015
Q3 | $118K | Buy |
+3,146
| New | +$118K | 0.04% | 108 |
|