Welch & Forbes’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 |
-3,100
| Closed | -$222K | – | 353 |
|
|
2019
Q4 | $222K | Hold |
3,100
| – | – | ﹤0.01% | 338 |
|
|
2019
Q3 | $194K | Hold |
3,100
| – | – | ﹤0.01% | 344 |
|
|
2019
Q2 | $173K | Hold |
3,100
| – | – | ﹤0.01% | 340 |
|
|
2019
Q1 | $176K | Hold |
3,100
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $177K | Sell |
3,100
-400
| -11% | -$22.8K | 0.01% | 329 |
|
|
2018
Q3 | $221K | Buy |
+3,500
| New | +$221K | 0.01% | 341 |
|