Bard Financial Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,710
| Closed | -$48.4K | – | 228 |
|
|
2024
Q2 | $48.4K | Buy |
1,710
+500
| +41% | +$14.2K | 0.01% | 213 |
|
|
2024
Q1 | $46.9K | Hold |
1,210
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $66.2K | Sell |
1,210
-250
| -17% | -$13.7K | 0.01% | 223 |
|
|
2023
Q3 | $66K | Sell |
1,460
-250
| -15% | -$11.3K | 0.01% | 219 |
|
|
2023
Q2 | $77.5K | Buy |
+1,710
| New | +$77.5K | 0.01% | 310 |
|
|
2022
Q2 | – | Sell |
-1,210
| Closed | -$80K | – | 306 |
|
|
2022
Q1 | $80K | Sell |
1,210
-108
| -8% | -$7.14K | 0.01% | 290 |
|
|
2021
Q4 | $84K | Sell |
1,318
-200
| -13% | -$12.7K | 0.01% | 280 |
|
|
2021
Q3 | $93K | Hold |
1,518
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $99K | Hold |
1,518
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $92K | Hold |
1,518
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $97K | Buy |
+1,518
| New | +$97K | 0.01% | 255 |
|