Charter Oak Capital Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,070
| Closed | -$66K | – | 752 |
|
|
2022
Q2 | $66K | Hold |
1,070
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $71K | Hold |
1,070
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $68K | Hold |
1,070
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $65K | Hold |
1,070
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $70K | Hold |
1,070
| – | – | 0.01% | 279 |
|
|
2021
Q1 | $65K | Buy |
1,070
+6
| +0.6% | +$364 | 0.01% | 288 |
|
|
2020
Q4 | $68K | Buy |
+1,064
| New | +$68K | 0.01% | 259 |
|