Crestwood Advisors Group’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,159
Closed -$63.4K 429
2023
Q4
$63.4K Hold
1,159
﹤0.01% 400
2023
Q3
$52.4K Buy
+1,159
New +$52.4K ﹤0.01% 359
2017
Q2
Sell
-19
Closed -$1K 382
2017
Q1
$1K Buy
+19
New +$1K ﹤0.01% 511