Glassman Wealth Services’s SiriusXM SIRI Stock Holding History

Glassman Wealth Services’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34	Closed	-$1.88K	–	1542
2023 Q4	$1.88K	Hold	34	–	–	﹤0.01%	1365
2023 Q3	$1.55K	Buy	34 +21	+162%	+$954	﹤0.01%	1419
2023 Q2	$571	Buy	+13	New	+$571	﹤0.01%	1612
2023 Q1	–	Sell	-96	Closed	-$5.58K	–	1976
2022 Q4	$5.58K	Sell	96 -43	-31%	-$2.5K	﹤0.01%	993
2022 Q3	$8K	Sell	139 -10	-7%	-$576	﹤0.01%	878
2022 Q2	$9K	Sell	149 -12	-7%	-$725	﹤0.01%	852
2022 Q1	$11K	Buy	161 +46	+40%	+$3.14K	﹤0.01%	805
2021 Q4	$7K	Buy	115 +89	+342%	+$5.42K	﹤0.01%	907
2021 Q3	$2K	Sell	26 -910	-97%	-$70K	﹤0.01%	1218
2021 Q2	$61K	Buy	936 +1	+0.1%	+$65	0.01%	307
2021 Q1	$57K	Hold	935	–	–	0.01%	300
2020 Q4	$60K	Buy	935 +12	+1%	+$770	0.01%	309
2020 Q3	$49K	Hold	923	–	–	0.01%	296
2020 Q2	$54K	Sell	923 -255	-22%	-$14.9K	0.02%	243
2020 Q1	$58K	Sell	1,178 -8	-0.7%	-$394	0.02%	217
2019 Q4	$85K	Buy	1,186 +9	+0.8%	+$645	0.03%	199
2019 Q3	$74K	Hold	1,177	–	–	0.03%	194
2019 Q2	$66K	Sell	1,177 -902	-43%	-$50.6K	0.03%	209
2019 Q1	$118K	Buy	2,079 +4	+0.2%	+$227	0.05%	150
2018 Q4	$119K	Hold	2,075	–	–	0.06%	125
2018 Q3	$131K	Hold	2,075	–	–	0.06%	133
2018 Q2	$140K	Hold	2,075	–	–	0.07%	113
2018 Q1	$129K	Hold	2,075	–	–	0.08%	103
2017 Q4	$111K	Sell	2,075 -336	-14%	-$18K	0.07%	107
2017 Q3	$133K	Hold	2,411	–	–	0.09%	97
2017 Q2	$132K	Hold	2,411	–	–	0.09%	97
2017 Q1	$124K	Hold	2,411	–	–	0.09%	103
2016 Q4	$107K	Hold	2,411	–	–	0.08%	126
2016 Q3	$101K	Hold	2,411	–	–	0.08%	98
2016 Q2	$95K	Hold	2,411	–	–	0.08%	98
2016 Q1	$95K	Hold	2,411	–	–	0.09%	109
2015 Q4	$98K	Hold	2,411	–	–	0.09%	112
2015 Q3	$90K	Hold	2,411	–	–	0.08%	109
2015 Q2	$90K	Hold	2,411	–	–	0.07%	112
2015 Q1	$92K	Hold	2,411	–	–	0.07%	109
2014 Q4	$84K	Buy	+2,411	New	+$84K	0.06%	125