AWA
Amplius Wealth Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35,616
| Closed | -$101K | – | 178 |
|
|
2024
Q2 | $101K | Sell |
35,616
-5,799
| -14% | -$16.4K | 0.01% | 166 |
|
|
2024
Q1 | $161K | Sell |
41,415
-152
| -0.4% | -$590 | 0.02% | 175 |
|
|
2023
Q4 | $227K | Buy |
41,567
+10,575
| +34% | +$57.8K | 0.03% | 155 |
|
|
2023
Q3 | $140K | Hold |
30,992
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $140K | Sell |
30,992
-6,484
| -17% | -$29.4K | 0.02% | 162 |
|
|
2023
Q1 | $149K | Hold |
37,476
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $219K | Hold |
37,476
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $214K | Hold |
37,476
| – | – | 0.04% | 143 |
|
|
2022
Q2 | $229K | Sell |
37,476
-3,882
| -9% | -$23.7K | 0.04% | 145 |
|
|
2022
Q1 | $273K | Hold |
41,358
| – | – | 0.04% | 141 |
|
|
2021
Q4 | $262K | Buy |
+41,358
| New | +$262K | 0.04% | 166 |
|