Foundations Investment Advisors’s SiriusXM SIRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,998
Closed -$84.8K 856
2024
Q2
$84.8K Sell
2,998
-4
-0.1% -$113 ﹤0.01% 737
2024
Q1
$116K Buy
3,002
+5
+0.2% +$194 ﹤0.01% 688
2023
Q4
$157K Sell
2,997
-58
-2% -$3.03K ﹤0.01% 645
2023
Q3
$138K Buy
3,055
+127
+4% +$5.74K ﹤0.01% 623
2023
Q2
$133K Buy
2,928
+1
+0% +$45 ﹤0.01% 555
2023
Q1
$116K Sell
2,927
-100
-3% -$3.97K ﹤0.01% 499
2022
Q4
$177K Buy
3,027
+54
+2% +$3.15K 0.01% 417
2022
Q3
$170K Buy
+2,973
New +$170K 0.01% 382