B. Riley Wealth Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,037
| Closed | -$47K | – | 1615 |
|
|
2023
Q2 | $47K | Sell |
1,037
-211
| -17% | -$7.97K | ﹤0.01% | 1485 |
|
|
2023
Q1 | $49.5K | Sell |
1,248
-127
| -9% | -$6.08K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $80.3K | Sell |
1,375
-5,456
| -80% | -$335K | ﹤0.01% | 1379 |
|
|
2022
Q3 | $390K | Buy |
+6,831
| New | +$429K | 0.01% | 877 |
|
|
2022
Q2 | – | Sell |
-1,123
| Closed | -$74K | – | 1370 |
|
|
2022
Q1 | $74K | Sell |
1,123
-213
| -16% | -$13.4K | ﹤0.01% | 1319 |
|
|
2021
Q4 | $85K | Buy |
1,336
+74
| +6% | +$4.63K | ﹤0.01% | 1354 |
|
|
2021
Q3 | $77K | Sell |
1,262
-215
| -15% | -$13.5K | ﹤0.01% | 1352 |
|
|
2021
Q2 | $97K | Sell |
1,477
-273
| -16% | -$17.1K | ﹤0.01% | 1314 |
|
|
2021
Q1 | $107K | Buy |
+1,750
| New | +$107K | ﹤0.01% | 1290 |
|
|
2020
Q4 | – | Sell |
-1,219
| Closed | -$69K | – | 1089 |
|
|
2020
Q3 | $69K | Buy |
+1,219
| New | +$69.9K | ﹤0.01% | 910 |
|
|
2018
Q3 | – | Sell |
-3,138
| Closed | -$213K | – | 744 |
|
|
2018
Q2 | $213K | Buy |
3,138
+647
| +26% | +$43.7K | 0.03% | 594 |
|
|
2018
Q1 | $156K | Buy |
+2,491
| New | +$150K | 0.02% | 611 |
|
|
2017
Q4 | – | Sell |
-3,541
| Closed | -$196K | – | 660 |
|
|
2017
Q3 | $196K | Buy |
3,541
+570
| +19% | +$31.5K | 0.03% | 498 |
|
|
2017
Q2 | $163K | Buy |
2,971
+738
| +33% | +$37.7K | 0.03% | 489 |
|
|
2017
Q1 | $115K | Sell |
2,233
-431
| -16% | -$21.2K | 0.02% | 484 |
|
|
2016
Q4 | $119K | Sell |
2,664
-355
| -12% | -$15.4K | 0.02% | 494 |
|
|
2016
Q3 | $126K | Sell |
3,019
-652
| -18% | -$27.2K | 0.02% | 568 |
|
|
2016
Q2 | $145K | Buy |
3,671
+316
| +9% | +$12.4K | 0.03% | 554 |
|
|
2016
Q1 | $133K | Buy |
+3,355
| New | +$125K | 0.03% | 498 |
|
|
2015
Q4 | – | Sell |
-2,157
| Closed | -$81K | – | 613 |
|
|
2015
Q3 | $81K | Sell |
2,157
-608
| -22% | -$23.3K | 0.02% | 523 |
|
|
2015
Q2 | $104K | Sell |
2,765
-85
| -3% | -$3.29K | 0.03% | 497 |
|
|
2015
Q1 | $109K | Buy |
2,850
+500
| +21% | +$18.8K | 0.03% | 498 |
|
|
2014
Q4 | $82 | Buy |
2,350
+52
| +2% | +$1.79K | ﹤0.01% | 1832 |
|
|
2014
Q3 | $80K | Sell |
2,298
-141
| -6% | -$4.93K | 0.02% | 591 |
|
|
2014
Q2 | $84.4K | Buy |
2,439
+91
| +4% | +$2.96K | 0.02% | 796 |
|
|
2014
Q1 | $75K | Sell |
2,348
-62
| -3% | -$2.19K | 0.02% | 677 |
|
|
2013
Q4 | $84K | Sell |
2,410
-1,190
| -33% | -$44.5K | 0.03% | 584 |
|
|
2013
Q3 | $140K | Sell |
3,600
-52
| -1% | -$1.94K | 0.05% | 449 |
|
|
2013
Q2 | $122K | Buy |
+3,652
| New | +$120K | 0.04% | 495 |
|
Other funds holding SIRI
