KCM Investment Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,096
| Closed | -$321K | – | 406 |
|
|
2023
Q1 | $321K | Buy |
+8,096
| New | +$321K | 0.01% | 330 |
|
|
2020
Q3 | – | Sell |
-15,390
| Closed | -$903K | – | 335 |
|
|
2020
Q2 | $903K | Buy |
+15,390
| New | +$903K | 0.05% | 183 |
|
|
2015
Q4 | – | Sell |
-15,148
| Closed | -$567K | – | 528 |
|
|
2015
Q3 | $567K | Hold |
15,148
| – | – | 0.05% | 315 |
|
|
2015
Q2 | $565K | Hold |
15,148
| – | – | 0.04% | 330 |
|
|
2015
Q1 | $579K | Hold |
15,148
| – | – | 0.05% | 324 |
|
|
2014
Q4 | $530K | Buy |
15,148
+3,220
| +27% | +$113K | 0.04% | 331 |
|
|
2014
Q3 | $416K | Hold |
11,928
| – | – | 0.04% | 351 |
|
|
2014
Q2 | $413K | Hold |
11,928
| – | – | 0.04% | 351 |
|
|
2014
Q1 | $382K | Hold |
11,928
| – | – | 0.04% | 334 |
|
|
2013
Q4 | $416K | Sell |
11,928
-350
| -3% | -$12.2K | 0.05% | 310 |
|
|
2013
Q3 | $476K | Hold |
12,278
| – | – | 0.06% | 289 |
|
|
2013
Q2 | $411K | Buy |
+12,278
| New | +$411K | 0.05% | 315 |
|