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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34	Closed	-$1.88K	–	1542
2023 Q4	$1.88K	Hold	34	–	–	﹤0.01%	1365
2023 Q3	$1.54K	Buy	34 +21	+162%	+$976	﹤0.01%	1419
2023 Q2	$571	Buy	+13	New	+$491	﹤0.01%	1612
2023 Q1	–	Sell	-96	Closed	-$5.58K	–	1976
2022 Q4	$5.58K	Sell	96 -43	-31%	-$2.64K	﹤0.01%	993
2022 Q3	$8K	Sell	139 -10	-7%	-$629	﹤0.01%	878
2022 Q2	$9K	Sell	149 -12	-7%	-$745	﹤0.01%	852
2022 Q1	$11K	Buy	161 +46	+40%	+$2.9K	﹤0.01%	805
2021 Q4	$7K	Buy	115 +89	+342%	+$5.57K	﹤0.01%	907
2021 Q3	$2K	Sell	26 -910	-97%	-$57.2K	﹤0.01%	1218
2021 Q2	$61K	Buy	936 +1	+0.1%	+$63	0.01%	307
2021 Q1	$57K	Hold	935	–	–	0.01%	300
2020 Q4	$60K	Buy	935 +12	+1%	+$737	0.01%	309
2020 Q3	$49K	Hold	923	–	–	0.01%	296
2020 Q2	$54K	Sell	923 -255	-22%	-$14.3K	0.02%	243
2020 Q1	$58K	Sell	1,178 -8	-0.7%	-$523	0.02%	217
2019 Q4	$85K	Buy	1,186 +9	+0.8%	+$606	0.03%	199
2019 Q3	$74K	Hold	1,177	–	–	0.03%	194
2019 Q2	$66K	Sell	1,177 -902	-43%	-$51.3K	0.03%	209
2019 Q1	$118K	Buy	2,079 +4	+0.2%	+$238	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%	-$18.6K	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%	113
2015 Q1	$92K	Hold	2,411	–	–	0.07%	110
2014 Q4	$84K	Buy	+2,411	New	+$83K	0.06%	127