Balboa Wealth Partners’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,764
Closed -$315K 311
2023
Q4
$315K Sell
5,764
-869
-13% -$47.5K 0.1% 151
2023
Q3
$300K Buy
+6,633
New +$300K 0.11% 153