Brown Miller 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
Q4 | – | Sell |
-1,728
| Closed | -$78.1K | – | 129 |
|
|
2023
Q3 | $78.1K | Hold |
1,728
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $78.3K | Hold |
1,728
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $68.6K | Sell |
1,728
-2,772
| -62% | -$110K | 0.04% | 118 |
|
|
2022
Q4 | $263K | Hold |
4,500
| – | – | 0.17% | 108 |
|
|
2022
Q3 | $256K | Hold |
4,500
| – | – | 0.18% | 101 |
|
|
2022
Q2 | $275K | Hold |
4,500
| – | – | 0.19% | 95 |
|
|
2022
Q1 | $298K | Sell |
4,500
-319
| -7% | -$21.1K | 0.17% | 97 |
|
|
2021
Q4 | $305K | Hold |
4,819
| – | – | 0.17% | 98 |
|
|
2021
Q3 | $293K | Sell |
4,819
-4,237
| -47% | -$258K | 0.18% | 97 |
|
|
2021
Q2 | $592K | Sell |
9,056
-7,319
| -45% | -$478K | 0.38% | 60 |
|
|
2021
Q1 | $997K | Sell |
16,375
-1,303
| -7% | -$79.3K | 0.7% | 41 |
|
|
2020
Q4 | $1.13M | Buy |
+17,678
| New | +$1.13M | 0.85% | 33 |
|