Alera Investment Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,089
| Closed | -$49.2K | – | 173 |
|
|
2023
Q3 | $49.2K | Buy |
+1,089
| New | +$49.2K | 0.01% | 159 |
|
|
2020
Q2 | – | Sell |
-1,233
| Closed | -$61K | – | 79 |
|
|
2020
Q1 | $61K | Hold |
1,233
| – | – | 0.04% | 67 |
|
|
2019
Q4 | $88K | Buy |
+1,233
| New | +$88K | 0.04% | 63 |
|
|
2019
Q2 | – | Sell |
-1,265
| Closed | -$72K | – | 841 |
|
|
2019
Q1 | $72K | Sell |
1,265
-17
| -1% | -$968 | 0.04% | 128 |
|
|
2018
Q4 | $73K | Buy |
+1,282
| New | +$73K | 0.04% | 140 |
|