Fi3 Financial Advisors’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,676	Closed	-$146K	–	90
2023 Q4	$146K	Sell	2,676 -76	-3%	-$3.65K	0.07%	72
2023 Q3	$124K	Buy	2,752 +242	+10%	+$11.2K	0.07%	69
2023 Q2	$114K	Buy	2,510 +7	+0.3%	+$264	0.06%	68
2023 Q1	$99.4K	Buy	2,503 +40	+2%	+$1.92K	0.05%	77
2022 Q4	$144K	Sell	2,463 -2,163	-47%	-$133K	0.08%	69
2022 Q3	$264K	Sell	4,626 -19	-0.4%	-$1.19K	0.24%	38
2022 Q2	$289K	Sell	4,645 -21	-0.5%	-$1.3K	0.24%	37
2022 Q1	$309K	Sell	4,666 -37	-0.8%	-$2.33K	0.24%	35
2021 Q4	$299K	Buy	4,703 +100	+2%	+$6.25K	0.2%	37
2021 Q3	$281K	Hold	4,603	–	–	0.19%	35
2021 Q2	$297K	Buy	+4,603	New	+$289K	0.2%	35