Disciplined Investments’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$421 | – | 1308 |
|
|
2023
Q2 | $421 | Buy |
+9
| New | +$421 | ﹤0.01% | 1285 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$543 | – | 1707 |
|
|
2022
Q4 | $543 | Hold |
9
| – | – | ﹤0.01% | 1169 |
|
|
2022
Q3 | $1K | Sell |
9
-3
| -25% | -$333 | ﹤0.01% | 1074 |
|
|
2022
Q2 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 1098 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1165 |
|