YorkBridge Wealth Partners’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-215
| Closed | -$12K | – | 558 |
|
|
2019
Q2 | $12K | Hold |
215
| – | – | 0.01% | 526 |
|
|
2019
Q1 | $12K | Hold |
215
| – | – | 0.01% | 558 |
|
|
2018
Q4 | $12K | Sell |
215
-50
| -19% | -$2.79K | 0.01% | 550 |
|
|
2018
Q3 | $17K | Hold |
265
| – | – | 0.01% | 554 |
|
|
2018
Q2 | $18K | Hold |
265
| – | – | 0.01% | 560 |
|
|
2018
Q1 | $17K | Hold |
265
| – | – | 0.01% | 566 |
|
|
2017
Q4 | $16K | Hold |
265
| – | – | 0.01% | 581 |
|
|
2017
Q3 | $15K | Hold |
265
| – | – | 0.01% | 591 |
|
|
2017
Q2 | $14K | Buy |
265
+15
| +6% | +$792 | 0.01% | 587 |
|
|
2017
Q1 | $12K | Sell |
250
-330
| -57% | -$15.8K | 0.01% | 597 |
|
|
2016
Q4 | $27K | Buy |
+580
| New | +$27K | 0.02% | 432 |
|