YWP
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YorkBridge Wealth Partners’s SiriusXM SIRI Stock Holding History

YorkBridge Wealth Partners’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
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% -$3.04K 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% +$766 0.01% 587
2017
Q1 		$12K Sell
250
-330
-57% -$16.2K 0.01% 597
2016
Q4 		$27K Buy
+580
New +$25.2K 0.02% 432

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DCP
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EAM
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