CFS Investment Advisory Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,730
| Closed | -$124K | – | 240 |
|
|
2023
Q2 | $124K | Sell |
2,730
-81
| -3% | -$3.68K | 0.02% | 233 |
|
|
2023
Q1 | $112K | Buy |
2,811
+645
| +30% | +$25.7K | 0.02% | 135 |
|
|
2022
Q4 | $126K | Sell |
2,166
-12,418
| -85% | -$722K | 0.03% | 125 |
|
|
2022
Q3 | $146K | Buy |
14,584
+13,018
| +831% | +$130K | 0.03% | 125 |
|
|
2022
Q2 | $96K | Sell |
1,566
-12,771
| -89% | -$783K | 0.01% | 205 |
|
|
2022
Q1 | $22K | Buy |
14,337
+12,171
| +562% | +$18.7K | 0.1% | 104 |
|
|
2021
Q4 | $138K | Hold |
2,166
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $98K | Buy |
+2,166
| New | +$98K | 0.01% | 198 |
|