Winthrop Advisory Group’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 |
-1,120
| Closed | -$80K | – | 96 |
|
|
2019
Q4 | $80K | Sell |
1,120
-253
| -18% | -$18.1K | 0.03% | 99 |
|
|
2019
Q3 | $86K | Hold |
1,373
| – | – | 0.03% | 95 |
|
|
2019
Q2 | $77K | Sell |
1,373
-192
| -12% | -$10.8K | 0.03% | 86 |
|
|
2019
Q1 | $90K | Sell |
1,565
-15
| -0.9% | -$863 | 0.04% | 92 |
|
|
2018
Q4 | $90K | Sell |
1,580
-318
| -17% | -$18.1K | 0.05% | 85 |
|
|
2018
Q3 | $120K | Hold |
1,898
| – | – | 0.07% | 87 |
|
|
2018
Q2 | $128K | Buy |
1,898
+213
| +13% | +$14.4K | 0.08% | 79 |
|
|
2018
Q1 | $106K | Sell |
1,685
-76
| -4% | -$4.78K | 0.07% | 77 |
|
|
2017
Q4 | $98K | Buy |
+1,761
| New | +$98K | 0.07% | 78 |
|