Beacon Financial Advisory’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,746
Closed -$114K 236
2021
Q2
$114K Hold
1,746
0.06% 219
2021
Q1
$106K Sell
1,746
-229
-12% -$13.9K 0.06% 222
2020
Q4
$125K Buy
1,975
+29
+1% +$1.84K 0.08% 197
2020
Q3
$104K Buy
+1,946
New +$104K 0.09% 171