Williams Jones & Associates’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 |
-1,000
| Closed | -$57K | – | 410 |
|
|
2019
Q1 | $57K | Buy |
+1,000
| New | +$57K | ﹤0.01% | 400 |
|
|
2014
Q1 | – | Sell |
-54,884
| Closed | -$1.92M | – | 377 |
|
|
2013
Q4 | $1.92M | Buy |
54,884
+4,850
| +10% | +$169K | 0.09% | 118 |
|
|
2013
Q3 | $1.94M | Buy |
50,034
+814
| +2% | +$31.5K | 0.1% | 118 |
|
|
2013
Q2 | $1.65M | Buy |
+49,220
| New | +$1.65M | 0.08% | 147 |
|