Independent Advisor Alliance’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,283
| Closed | -$36.3K | – | 752 |
|
|
2024
Q2 | $36.3K | Buy |
+1,283
| New | +$38.3K | ﹤0.01% | 688 |
|
|
2023
Q1 | – | Sell |
-1,211
| Closed | -$71 | – | 698 |
|
|
2022
Q4 | $71 | Sell |
1,211
-24
| -2% | -$1.48K | ﹤0.01% | 398 |
|
|
2022
Q3 | $71K | Buy |
+1,235
| New | +$77.6K | ﹤0.01% | 600 |
|
|
2022
Q2 | – | Sell |
-1,493
| Closed | -$99K | – | 685 |
|
|
2022
Q1 | $99K | Buy |
1,493
+45
| +3% | +$2.83K | ﹤0.01% | 629 |
|
|
2021
Q4 | $92K | Sell |
1,448
-528
| -27% | -$33K | ﹤0.01% | 647 |
|
|
2021
Q3 | $121K | Buy |
1,976
+502
| +34% | +$31.6K | 0.01% | 602 |
|
|
2021
Q2 | $96K | Sell |
1,474
-50
| -3% | -$3.13K | 0.01% | 604 |
|
|
2021
Q1 | $93K | Sell |
1,524
-273
| -15% | -$16.6K | 0.01% | 573 |
|
|
2020
Q4 | $114K | Sell |
1,797
-1,241
| -41% | -$76.2K | 0.01% | 526 |
|
|
2020
Q3 | $163K | Buy |
3,038
+4
| +0.1% | +$229 | 0.01% | 465 |
|
|
2020
Q2 | $178K | Sell |
3,034
-495
| -14% | -$27.7K | 0.02% | 448 |
|
|
2020
Q1 | $174K | Buy |
3,529
+2,187
| +163% | +$143K | 0.03% | 371 |
|
|
2019
Q4 | $96K | Sell |
1,342
-28
| -2% | -$1.89K | ﹤0.01% | 864 |
|
|
2019
Q3 | $86K | Buy |
1,370
+95
| +7% | +$5.84K | 0.01% | 439 |
|
|
2019
Q2 | $71K | Buy |
1,275
+11
| +0.9% | +$626 | 0.01% | 400 |
|
|
2019
Q1 | $72K | Buy |
1,264
+19
| +2% | +$1.13K | 0.01% | 428 |
|
|
2018
Q4 | $71K | Sell |
1,245
-223
| -15% | -$13.6K | 0.01% | 388 |
|
|
2018
Q3 | $92K | Buy |
+1,468
| New | +$102K | 0.02% | 368 |
|
|
2017
Q4 | – | Sell |
-1,098
| Closed | -$63K | – | 334 |
|
|
2017
Q3 | $63K | Buy |
+1,098
| New | +$60.8K | 0.02% | 259 |
|
Other funds holding SIRI
FP
SC
TSW