Wealthspire Advisors (Maryland)’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,149
| Closed | -$122K | – | 1783 |
|
|
2019
Q1 | $122K | Buy |
2,149
+287
| +15% | +$16.3K | 0.01% | 574 |
|
|
2018
Q4 | $106K | Buy |
1,862
+40
| +2% | +$2.28K | 0.01% | 585 |
|
|
2018
Q3 | $115K | Sell |
1,822
-374
| -17% | -$23.6K | 0.01% | 629 |
|
|
2018
Q2 | $149K | Buy |
2,196
+1,240
| +130% | +$84.1K | 0.01% | 555 |
|
|
2018
Q1 | $60K | Sell |
956
-2,971
| -76% | -$186K | 0.01% | 909 |
|
|
2017
Q4 | $210K | Buy |
3,927
+11
| +0.3% | +$588 | 0.02% | 470 |
|
|
2017
Q3 | $216K | Buy |
3,916
+633
| +19% | +$34.9K | 0.02% | 448 |
|
|
2017
Q2 | $180K | Buy |
3,283
+2
| +0.1% | +$110 | 0.02% | 487 |
|
|
2017
Q1 | $169K | Buy |
3,281
+1,279
| +64% | +$65.9K | 0.02% | 445 |
|
|
2016
Q4 | $89K | Hold |
2,002
| – | – | 0.01% | 618 |
|
|
2016
Q3 | $83K | Buy |
2,002
+359
| +22% | +$14.9K | 0.01% | 635 |
|
|
2016
Q2 | $65K | Buy |
1,643
+1,475
| +878% | +$58.4K | 0.01% | 661 |
|
|
2016
Q1 | $7K | Sell |
168
-6
| -3% | -$250 | ﹤0.01% | 1261 |
|
|
2015
Q4 | $7K | Buy |
+174
| New | +$7K | ﹤0.01% | 1279 |
|