BerganKDV Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.51K | Sell |
210
-21
| -9% | -$951 | ﹤0.01% | 559 |
|
|
2023
Q1 | $9.18K | Sell |
231
-12
| -5% | -$477 | ﹤0.01% | 617 |
|
|
2022
Q4 | $14.2K | Hold |
243
| – | – | ﹤0.01% | 531 |
|
|
2022
Q3 | $14K | Buy |
243
+12
| +5% | +$691 | ﹤0.01% | 529 |
|
|
2022
Q2 | $14K | Hold |
231
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $15K | Sell |
231
-151
| -40% | -$9.81K | ﹤0.01% | 554 |
|
|
2021
Q4 | $24K | Buy |
382
+151
| +65% | +$9.49K | ﹤0.01% | 523 |
|
|
2021
Q3 | $14K | Hold |
231
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $15K | Hold |
231
| – | – | ﹤0.01% | 553 |
|
|
2021
Q1 | $14K | Hold |
231
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $15K | Hold |
231
| – | – | ﹤0.01% | 520 |
|
|
2020
Q3 | $12K | Hold |
231
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $14K | Hold |
231
| – | – | ﹤0.01% | 496 |
|
|
2020
Q1 | $11K | Hold |
231
| – | – | ﹤0.01% | 484 |
|
|
2019
Q4 | $17K | Buy |
231
+21
| +10% | +$1.55K | ﹤0.01% | 470 |
|
|
2019
Q3 | $13K | Hold |
210
| – | – | ﹤0.01% | 480 |
|
|
2019
Q2 | $12K | Hold |
210
| – | – | ﹤0.01% | 496 |
|
|
2019
Q1 | $12K | Hold |
210
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $12K | Sell |
210
-10
| -5% | -$571 | ﹤0.01% | 457 |
|
|
2018
Q3 | $14K | Hold |
220
| – | – | ﹤0.01% | 450 |
|
|
2018
Q2 | $15K | Buy |
+220
| New | +$15K | ﹤0.01% | 451 |
|