BWP
Baldwin Wealth Partners’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,005
| Closed | -$23.8K | – | 874 |
|
|
2024
Q3 | $23.8K | Buy |
+1,005
| New | +$23.8K | ﹤0.01% | 673 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$1K | – | 695 |
|
|
2021
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 623 |
|
|
2021
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 648 |
|
|
2021
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 614 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$2K | – | 528 |
|
|
2018
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 487 |
|
|
2018
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 506 |
|
|
2018
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 499 |
|
|
2018
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2017
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 461 |
|
|
2017
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 468 |
|
|
2017
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 460 |
|
|
2017
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 474 |
|
|
2016
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 504 |
|
|
2016
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2016
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 449 |
|
|
2016
Q1 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 479 |
|