WFG
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Wills Financial Group’s SiriusXM SIRI Stock Holding History

Wills Financial Group’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$37K – 80
2015
Q3 		$37K Hold
1,000
– – 0.03% 74
2015
Q2 		$37K Hold
1,000
– – 0.03% 79
2015
Q1 		$38K Hold
1,000
– – 0.03% 77
2014
Q4 		$35K Hold
1,000
– – 0.03% 77
2014
Q3 		$34K Hold
1,000
– – 0.03% 78
2014
Q2 		$35K Hold
1,000
– – 0.03% 80
2014
Q1 		$32K Buy
+1,000
New +$35.4K 0.03% 72

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