Zhang Financial’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,039
| Closed | -$65K | – | 106 |
|
|
2019
Q3 | $65K | Hold |
1,039
| – | – | 0.03% | 86 |
|
|
2019
Q2 | $58K | Hold |
1,039
| – | – | 0.02% | 89 |
|
|
2019
Q1 | $59K | Hold |
1,039
| – | – | 0.03% | 85 |
|
|
2018
Q4 | $59K | Hold |
1,039
| – | – | 0.03% | 81 |
|
|
2018
Q3 | $65K | Hold |
1,039
| – | – | 0.03% | 77 |
|
|
2018
Q2 | $71K | Hold |
1,039
| – | – | 0.04% | 76 |
|
|
2018
Q1 | $63K | Hold |
1,039
| – | – | 0.03% | 76 |
|
|
2017
Q4 | $55K | Hold |
1,039
| – | – | 0.03% | 81 |
|
|
2017
Q3 | $59K | Hold |
1,039
| – | – | 0.03% | 80 |
|
|
2017
Q2 | $55K | Hold |
1,039
| – | – | 0.03% | 76 |
|
|
2017
Q1 | $55K | Buy |
+1,039
| New | +$55K | 0.03% | 78 |
|