Fortem Financial Group’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,544
| Closed | -$205K | – | 168 |
|
|
2023
Q3 | $205K | Buy |
4,544
+2,264
| +99% | +$102K | 0.12% | 153 |
|
|
2023
Q2 | $103K | Buy |
+2,280
| New | +$103K | 0.06% | 153 |
|
|
2022
Q3 | – | Sell |
-1,145
| Closed | -$70K | – | 174 |
|
|
2022
Q2 | $70K | Sell |
1,145
-40
| -3% | -$2.45K | 0.05% | 160 |
|
|
2022
Q1 | $78K | Hold |
1,185
| – | – | 0.03% | 163 |
|
|
2021
Q4 | $75K | Sell |
1,185
-134
| -10% | -$8.48K | 0.03% | 168 |
|
|
2021
Q3 | $80K | Hold |
1,319
| – | – | 0.04% | 169 |
|
|
2021
Q2 | $86K | Sell |
1,319
-150
| -10% | -$9.78K | 0.04% | 163 |
|
|
2021
Q1 | $89K | Sell |
1,469
-150
| -9% | -$9.09K | 0.05% | 160 |
|
|
2020
Q4 | $103K | Sell |
1,619
-779
| -32% | -$49.6K | 0.06% | 177 |
|
|
2020
Q3 | $129K | Hold |
2,398
| – | – | 0.09% | 135 |
|
|
2020
Q2 | $141K | Hold |
2,398
| – | – | 0.11% | 118 |
|
|
2020
Q1 | $118K | Buy |
2,398
+5
| +0.2% | +$246 | 0.11% | 111 |
|
|
2019
Q4 | $171K | Hold |
2,393
| – | – | 0.13% | 116 |
|
|
2019
Q3 | $150K | Hold |
2,393
| – | – | 0.13% | 106 |
|
|
2019
Q2 | $134K | Hold |
2,393
| – | – | 0.13% | 139 |
|
|
2019
Q1 | $136K | Buy |
2,393
+30
| +1% | +$1.71K | 0.14% | 133 |
|
|
2018
Q4 | $135K | Buy |
+2,363
| New | +$135K | 0.16% | 121 |
|