CWM
Cranbrook Wealth Management’s SiriusXM SIRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-21
| Closed | -$474 | – | 440 |
|
2025
Q1 | $474 | Hold |
21
| – | – | ﹤0.01% | 413 |
|
2024
Q4 | $479 | Buy |
+21
| New | +$479 | ﹤0.01% | 385 |
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$6K | – | 227 |
|
2017
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 188 |
|
2017
Q2 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 195 |
|
2014
Q1 | – | Sell |
-2,034
| Closed | -$7K | – | 211 |
|
2013
Q4 | $7K | Buy |
+2,034
| New | +$7K | ﹤0.01% | 176 |
|