Cyndeo Wealth Partners’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,800
| Closed | -$50.9K | – | 460 |
|
2024
Q2 | $50.9K | Buy |
+1,800
| New | +$50.9K | ﹤0.01% | 391 |
|
2024
Q1 | – | Sell |
-1,800
| Closed | -$98.5K | – | 395 |
|
2023
Q4 | $98.5K | Hold |
1,800
| – | – | 0.01% | 364 |
|
2023
Q3 | $81.4K | Hold |
1,800
| – | – | 0.01% | 336 |
|
2023
Q2 | $81.5K | Hold |
1,800
| – | – | 0.01% | 321 |
|
2023
Q1 | $71.5K | Hold |
1,800
| – | – | 0.01% | 316 |
|
2022
Q4 | $105K | Buy |
+1,800
| New | +$105K | 0.01% | 309 |
|