Global Wealth Management Investment Advisory’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$5.47K | – | 382 |
|
|
2023
Q4 | $5.47K | Buy |
+100
| New | +$5.47K | ﹤0.01% | 330 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$3.4K | – | 496 |
|
|
2023
Q2 | $3.4K | Buy |
+75
| New | +$3.4K | ﹤0.01% | 357 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$5K | – | 412 |
|
|
2022
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 347 |
|
|
2021
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 362 |
|
|
2020
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 350 |
|
|
2020
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 444 |
|
|
2019
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $5K | Sell |
75
-130
| -63% | -$8.67K | ﹤0.01% | 407 |
|
|
2019
Q2 | $11K | Buy |
205
+10
| +5% | +$537 | 0.01% | 356 |
|
|
2019
Q1 | $11K | Buy |
195
+37
| +23% | +$2.09K | 0.01% | 371 |
|
|
2018
Q4 | $9K | Buy |
+158
| New | +$9K | 0.01% | 409 |
|