Beacon Pointe Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,484
| Closed | -$81.2K | – | 1367 |
|
|
2023
Q4 | $81.2K | Sell |
1,484
-1,455
| -50% | -$79.6K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $133K | Buy |
+2,939
| New | +$133K | ﹤0.01% | 1248 |
|
|
2023
Q1 | – | Sell |
-1,086
| Closed | -$63.4K | – | 1193 |
|
|
2022
Q4 | $63.4K | Buy |
1,086
+1
| +0.1% | +$58 | ﹤0.01% | 1037 |
|
|
2022
Q3 | $63K | Sell |
1,085
-391
| -26% | -$22.7K | ﹤0.01% | 975 |
|
|
2022
Q2 | $89K | Sell |
1,476
-433
| -23% | -$26.1K | ﹤0.01% | 1010 |
|
|
2022
Q1 | $126K | Buy |
+1,909
| New | +$126K | ﹤0.01% | 1149 |
|
|
2020
Q1 | – | Sell |
-3,471
| Closed | -$248K | – | 310 |
|
|
2019
Q4 | $248K | Buy |
3,471
+75
| +2% | +$5.36K | 0.08% | 188 |
|
|
2019
Q3 | $212K | Sell |
3,396
-775
| -19% | -$48.4K | 0.09% | 162 |
|
|
2019
Q2 | $234K | Buy |
4,171
+100
| +2% | +$5.61K | 0.09% | 178 |
|
|
2019
Q1 | $231K | Buy |
4,071
+48
| +1% | +$2.72K | 0.09% | 165 |
|
|
2018
Q4 | $230K | Buy |
+4,023
| New | +$230K | 0.14% | 145 |
|