WA
WealthTrust Axiom’s SiriusXM SIRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-10,134
| Closed | -$54K | – | 236 |
|
2017
Q4 | $54K | Hold |
10,134
| – | – | 0.02% | 220 |
|
2017
Q3 | $55K | Hold |
10,134
| – | – | 0.02% | 213 |
|
2017
Q2 | $55K | Sell |
10,134
-460
| -4% | -$2.5K | 0.02% | 218 |
|
2017
Q1 | $54K | Hold |
10,594
| – | – | 0.02% | 226 |
|
2016
Q4 | $47K | Hold |
10,594
| – | – | 0.02% | 223 |
|
2016
Q3 | $44K | Hold |
10,594
| – | – | 0.02% | 220 |
|
2016
Q2 | $41K | Hold |
10,594
| – | – | 0.02% | 221 |
|
2016
Q1 | $41K | Hold |
10,594
| – | – | 0.02% | 215 |
|
2015
Q4 | $43K | Buy |
+10,594
| New | +$43K | 0.02% | 216 |
|
2015
Q3 | – | Sell |
-10,094
| Closed | -$37K | – | 229 |
|
2015
Q2 | $37K | Sell |
10,094
-500
| -5% | -$1.83K | 0.01% | 222 |
|
2015
Q1 | $40K | Hold |
10,594
| – | – | 0.01% | 228 |
|
2014
Q4 | $37K | Sell |
10,594
-1,000
| -9% | -$3.49K | 0.01% | 226 |
|
2014
Q3 | $40K | Hold |
11,594
| – | – | 0.01% | 222 |
|
2014
Q2 | $40K | Hold |
11,594
| – | – | 0.01% | 217 |
|
2014
Q1 | $37K | Buy |
11,594
+1,335
| +13% | +$4.26K | 0.01% | 204 |
|
2013
Q4 | $35K | Hold |
10,259
| – | – | 0.01% | 190 |
|
2013
Q3 | $39K | Hold |
10,259
| – | – | 0.02% | 179 |
|
2013
Q2 | $34K | Buy |
+10,259
| New | +$34K | 0.01% | 179 |
|