Ellevest Inc’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,228
| Closed | -$48.8K | – | 1430 |
|
2023
Q1 | $48.8K | Buy |
1,228
+878
| +251% | +$34.9K | ﹤0.01% | 606 |
|
2022
Q4 | $20.4K | Buy |
350
+64
| +22% | +$3.73K | ﹤0.01% | 846 |
|
2022
Q3 | $16K | Buy |
286
+196
| +218% | +$11K | ﹤0.01% | 882 |
|
2022
Q2 | $6K | Buy |
90
+19
| +27% | +$1.27K | ﹤0.01% | 981 |
|
2022
Q1 | $5K | Sell |
71
-516
| -88% | -$36.3K | ﹤0.01% | 1051 |
|
2021
Q4 | $37K | Buy |
587
+372
| +173% | +$23.4K | ﹤0.01% | 585 |
|
2021
Q3 | $13K | Buy |
215
+45
| +26% | +$2.72K | ﹤0.01% | 784 |
|
2021
Q2 | $11K | Buy |
170
+1
| +0.6% | +$65 | ﹤0.01% | 745 |
|
2021
Q1 | $10K | Buy |
169
+59
| +54% | +$3.49K | ﹤0.01% | 786 |
|
2020
Q4 | $7K | Buy |
110
+14
| +15% | +$891 | ﹤0.01% | 793 |
|
2020
Q3 | $5K | Buy |
96
+92
| +2,300% | +$4.79K | ﹤0.01% | 771 |
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1325 |
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1285 |
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1042 |
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 590 |
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 461 |
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 351 |
|