Kestra Private Wealth Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,863
| Closed | -$194K | – | 1449 |
|
|
2024
Q2 | $194K | Buy |
6,863
+341
| +5% | +$9.65K | ﹤0.01% | 1237 |
|
|
2024
Q1 | $253K | Hold |
6,522
| – | – | 0.01% | 1082 |
|
|
2023
Q4 | $357K | Buy |
6,522
+1
| +0% | +$55 | 0.01% | 872 |
|
|
2023
Q3 | $295K | Sell |
6,521
-54
| -0.8% | -$2.44K | 0.01% | 874 |
|
|
2023
Q2 | $298K | Buy |
6,575
+114
| +2% | +$5.16K | 0.01% | 823 |
|
|
2023
Q1 | $256K | Buy |
+6,461
| New | +$256K | 0.01% | 835 |
|