Gitterman Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,248
| Closed | -$126K | – | 131 |
|
|
2024
Q1 | $126K | Sell |
3,248
-593
| -15% | -$23K | 0.05% | 100 |
|
|
2023
Q4 | $210K | Buy |
3,841
+257
| +7% | +$14.1K | 0.09% | 80 |
|
|
2023
Q3 | $162K | Buy |
3,584
+50
| +1% | +$2.26K | 0.08% | 73 |
|
|
2023
Q2 | $160K | Sell |
3,534
-908
| -20% | -$41.1K | 0.07% | 74 |
|
|
2023
Q1 | $176K | Buy |
+4,442
| New | +$176K | 0.08% | 77 |
|