CWM
Cahaba Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,212
| Closed | -$40.2K | – | 156 |
|
|
2024
Q2 | $40.2K | Buy |
14,212
+2
| +0% | +$6 | ﹤0.01% | 149 |
|
|
2024
Q1 | $55.1K | Buy |
14,210
+171
| +1% | +$663 | 0.01% | 149 |
|
|
2023
Q4 | $76.8K | Buy |
14,039
+325
| +2% | +$1.78K | 0.01% | 140 |
|
|
2023
Q3 | $62K | Hold |
13,714
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $62.1K | Sell |
13,714
-178
| -1% | -$806 | 0.01% | 145 |
|
|
2023
Q1 | $55.2K | Buy |
13,892
+178
| +1% | +$707 | 0.01% | 144 |
|
|
2022
Q4 | $80.1K | Buy |
13,714
+2,500
| +22% | +$14.6K | 0.01% | 141 |
|
|
2022
Q3 | $64K | Hold |
11,214
| – | – | 0.01% | 130 |
|
|
2022
Q2 | $68K | Hold |
11,214
| – | – | 0.01% | 130 |
|
|
2022
Q1 | $67K | Hold |
11,214
| – | – | 0.01% | 140 |
|
|
2021
Q4 | $71K | Buy |
+11,214
| New | +$71K | 0.01% | 143 |
|
|
2020
Q4 | – | Sell |
-10,250
| Closed | -$54K | – | 94 |
|
|
2020
Q3 | $54K | Buy |
+10,250
| New | +$54K | 0.01% | 78 |
|
|
2020
Q2 | – | Sell |
-10,250
| Closed | -$50K | – | 82 |
|
|
2020
Q1 | $50K | Hold |
10,250
| – | – | 0.01% | 74 |
|
|
2019
Q4 | $73K | Hold |
10,250
| – | – | 0.02% | 78 |
|
|
2019
Q3 | $64K | Hold |
10,250
| – | – | 0.02% | 73 |
|
|
2019
Q2 | $57K | Hold |
10,250
| – | – | 0.01% | 73 |
|
|
2019
Q1 | $58K | Hold |
10,250
| – | – | 0.02% | 70 |
|
|
2018
Q4 | $58K | Hold |
10,250
| – | – | 0.02% | 70 |
|
|
2018
Q3 | $64K | Hold |
10,250
| – | – | 0.02% | 68 |
|
|
2018
Q2 | $72K | Hold |
10,250
| – | – | 0.03% | 64 |
|
|
2018
Q1 | $62K | Sell |
10,250
-1,413
| -12% | -$8.55K | 0.02% | 60 |
|
|
2017
Q4 | $62K | Buy |
+11,663
| New | +$62K | 0.03% | 58 |
|