WFG Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $30K | Buy |
556
+1
| +0.2% | +$54 | 0.01% | 845 |
|
|
2017
Q1 | $29K | Sell |
555
-25
| -4% | -$1.31K | 0.01% | 804 |
|
|
2016
Q4 | $26K | Sell |
580
-51
| -8% | -$2.29K | 0.01% | 873 |
|
|
2016
Q3 | $26K | Sell |
631
-400
| -39% | -$16.5K | 0.01% | 883 |
|
|
2016
Q2 | $41K | Sell |
1,031
-1,000
| -49% | -$39.8K | 0.01% | 739 |
|
|
2016
Q1 | $80K | Hold |
2,031
| – | – | 0.02% | 535 |
|
|
2015
Q4 | $83K | Hold |
2,031
| – | – | 0.02% | 519 |
|
|
2015
Q3 | $76K | Hold |
2,031
| – | – | 0.02% | 526 |
|
|
2015
Q2 | $76K | Buy |
2,031
+1,000
| +97% | +$37.4K | 0.02% | 612 |
|
|
2015
Q1 | $39K | Sell |
1,031
-109
| -10% | -$4.12K | 0.01% | 798 |
|
|
2014
Q4 | $40K | Sell |
1,140
-90
| -7% | -$3.16K | 0.01% | 969 |
|
|
2014
Q3 | $43K | Sell |
1,230
-30
| -2% | -$1.05K | 0.01% | 985 |
|
|
2014
Q2 | $44K | Hold |
1,260
| – | – | 0.01% | 957 |
|
|
2014
Q1 | $40K | Sell |
1,260
-47
| -4% | -$1.49K | 0.01% | 999 |
|
|
2013
Q4 | $46K | Sell |
1,307
-3,881
| -75% | -$137K | 0.01% | 1028 |
|
|
2013
Q3 | $201K | Hold |
5,188
| – | – | 0.03% | 479 |
|
|
2013
Q2 | $174K | Buy |
+5,188
| New | +$174K | 0.03% | 498 |
|