Gerber Kawasaki Wealth & Investment Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-425
| Closed | -$25K | – | 949 |
|
|
2021
Q3 | $25K | Buy |
+425
| New | +$25K | ﹤0.01% | 456 |
|
|
2020
Q4 | – | Sell |
-2,239
| Closed | -$120K | – | 182 |
|
|
2020
Q3 | $120K | Buy |
2,239
+7
| +0.3% | +$375 | 0.03% | 122 |
|
|
2020
Q2 | $131K | Sell |
2,232
-350
| -14% | -$20.5K | 0.03% | 128 |
|
|
2020
Q1 | $127K | Sell |
2,582
-10
| -0.4% | -$492 | 0.04% | 118 |
|
|
2019
Q4 | $184K | Hold |
2,592
| – | – | 0.05% | 122 |
|
|
2019
Q3 | $162K | Buy |
2,592
+88
| +4% | +$5.5K | 0.05% | 121 |
|
|
2019
Q2 | $139K | Hold |
2,504
| – | – | 0.04% | 116 |
|
|
2019
Q1 | $141K | Buy |
2,504
+5
| +0.2% | +$282 | 0.04% | 113 |
|
|
2018
Q4 | $142K | Buy |
2,499
+5
| +0.2% | +$284 | 0.05% | 106 |
|
|
2018
Q3 | $157K | Buy |
2,494
+5
| +0.2% | +$315 | 0.04% | 114 |
|
|
2018
Q2 | $169K | Hold |
2,489
| – | – | 0.05% | 98 |
|
|
2018
Q1 | $155K | Sell |
2,489
-55
| -2% | -$3.43K | 0.05% | 111 |
|
|
2017
Q4 | $136K | Hold |
2,544
| – | – | 0.05% | 108 |
|
|
2017
Q3 | $145K | Sell |
2,544
-37
| -1% | -$2.11K | 0.05% | 103 |
|
|
2017
Q2 | $137K | Sell |
2,581
-142
| -5% | -$7.54K | 0.05% | 112 |
|
|
2017
Q1 | $139K | Buy |
2,723
+100
| +4% | +$5.11K | 0.06% | 118 |
|
|
2016
Q4 | $116K | Sell |
2,623
-231
| -8% | -$10.2K | 0.06% | 97 |
|
|
2016
Q3 | $119K | Sell |
2,854
-1,077
| -27% | -$44.9K | 0.07% | 93 |
|
|
2016
Q2 | $155K | Buy |
+3,931
| New | +$155K | 0.1% | 83 |
|