IWA
IBEX Wealth Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,180
| Closed | -$9.36M | – | 229 |
|
|
2024
Q3 | $9.36M | Buy |
19,180
+6,680
| +53% | +$3.26M | 2.56% | 11 |
|
|
2024
Q2 | $35.4K | Hold |
12,500
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $73K | Buy |
12,500
+12,487
| +96,054% | +$72.9K | 0.02% | 109 |
|
|
2023
Q4 | $68 | Sell |
13
-12,487
| -100% | -$65.3K | 0.01% | 109 |
|
|
2023
Q3 | $57K | Buy |
+12,500
| New | +$57K | 0.01% | 111 |
|
|
2023
Q1 | $50K | Hold |
12,500
| – | – | 0.01% | 102 |
|
|
2022
Q4 | $73K | Hold |
12,500
| – | – | 0.02% | 174 |
|
|
2022
Q3 | $71K | Hold |
12,500
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $77K | Hold |
12,500
| – | – | 0.02% | 155 |
|
|
2022
Q1 | $83K | Hold |
12,500
| – | – | 0.02% | 171 |
|
|
2021
Q4 | $79K | Hold |
12,500
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $76K | Hold |
12,500
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $82K | Buy |
+12,500
| New | +$82K | 0.02% | 181 |
|
|
2019
Q3 | – | Sell |
-13,107
| Closed | -$73K | – | 312 |
|
|
2019
Q2 | $73K | Buy |
+13,107
| New | +$73K | 0.02% | 182 |
|
|
2017
Q4 | – | Sell |
-12,600
| Closed | -$72K | – | 130 |
|
|
2017
Q3 | $72K | Buy |
+12,600
| New | +$72K | 0.03% | 136 |
|
|
2017
Q2 | – | Sell |
-12,600
| Closed | -$64K | – | 137 |
|
|
2017
Q1 | $64K | Hold |
12,600
| – | – | 0.04% | 75 |
|
|
2016
Q4 | $58K | Buy |
12,600
+100
| +0.8% | +$460 | 0.03% | 169 |
|
|
2016
Q3 | $53K | Buy |
+12,500
| New | +$53K | 0.03% | 113 |
|