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Curated Wealth Partners’s SiriusXM SIRI Stock Holding History

Curated Wealth Partners’s Portfolio SIRI Stock Details SIRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-23,414
Closed -$153K – 150
2021
Q2 		$153K Sell
23,414
-535
-2% -$3.5K 0.08% 144
2021
Q1 		$146K Sell
23,949
-5,775
-19% -$35.2K 0.09% 136
2020
Q4 		$189K Buy
+29,724
New +$189K 0.12% 132