Gladstone Institutional Advisory’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 |
-1,044
| Closed | -$40.5K | – | 689 |
|
|
2024
Q1 | $40.5K | Buy |
1,044
+15
| +1% | +$582 | ﹤0.01% | 632 |
|
|
2023
Q4 | $56.3K | Sell |
1,029
-12
| -1% | -$657 | ﹤0.01% | 654 |
|
|
2023
Q3 | $47.1K | Buy |
+1,041
| New | +$47.1K | ﹤0.01% | 612 |
|
|
2022
Q1 | – | Sell |
-1,069
| Closed | -$68K | – | 752 |
|
|
2021
Q4 | $68K | Hold |
1,069
| – | – | 0.01% | 586 |
|
|
2021
Q3 | $65K | Buy |
+1,069
| New | +$65K | 0.01% | 532 |
|