BerganKDV Wealth Management’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$9.51K	Sell	210 -21	-9%	-$793	﹤0.01%	559
2023 Q1	$9.18K	Sell	231 -12	-5%	-$575	﹤0.01%	617
2022 Q4	$14.2K	Hold	243	–	–	﹤0.01%	531
2022 Q3	$14K	Buy	243 +12	+5%	+$754	﹤0.01%	530
2022 Q2	$14K	Hold	231	–	–	﹤0.01%	537
2022 Q1	$15K	Sell	231 -151	-40%	-$9.5K	﹤0.01%	554
2021 Q4	$24K	Buy	382 +151	+65%	+$9.45K	﹤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%	+$1.42K	﹤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%	-$608	﹤0.01%	457
2018 Q3	$14K	Hold	220	–	–	﹤0.01%	450
2018 Q2	$15K	Buy	+220	New	+$14.9K	﹤0.01%	451