Cassady Schiller Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $342 | Hold |
15
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q3 | $355 | Hold |
15
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $425 | Hold |
15
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $582 | Hold |
15
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $821 | Hold |
15
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $678 | Hold |
15
| – | – | ﹤0.01% | 431 |
|
|
2023
Q2 | $680 | Hold |
15
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $596 | Sell |
15
-240
| -94% | -$9.54K | ﹤0.01% | 428 |
|
|
2022
Q4 | $14.9K | Buy |
+255
| New | +$14.9K | 0.01% | 291 |
|
|
2022
Q1 | – | Sell |
-255
| Closed | -$16K | – | 512 |
|
|
2021
Q4 | $16K | Buy |
+255
| New | +$16K | 0.01% | 288 |
|