Dynamic Advisor Solutions’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,097
| Closed | -$59.4K | – | 995 |
|
|
2024
Q2 | $59.4K | Buy |
+2,097
| New | +$59.4K | ﹤0.01% | 929 |
|
|
2015
Q3 | – | Sell |
-2,139
| Closed | -$80K | – | 206 |
|
|
2015
Q2 | $80K | Hold |
2,139
| – | – | 0.05% | 155 |
|
|
2015
Q1 | $82K | Hold |
2,139
| – | – | 0.04% | 188 |
|
|
2014
Q4 | $75K | Sell |
2,139
-377
| -15% | -$13.2K | 0.04% | 185 |
|
|
2014
Q3 | $88K | Buy |
+2,516
| New | +$88K | 0.05% | 189 |
|
|
2014
Q2 | – | Sell |
-2,420
| Closed | -$77K | – | 229 |
|
|
2014
Q1 | $77K | Hold |
2,420
| – | – | 0.05% | 190 |
|
|
2013
Q4 | $85K | Buy |
+2,420
| New | +$85K | 0.06% | 186 |
|