LFA
Legacy Financial Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,247
| Closed | -$83.2K | – | 265 |
|
|
2022
Q4 | $83.2K | Sell |
14,247
-719
| -5% | -$4.2K | 0.02% | 240 |
|
|
2022
Q3 | $85K | Sell |
14,966
-2,213
| -13% | -$12.6K | 0.02% | 217 |
|
|
2022
Q2 | $105K | Sell |
17,179
-3,991
| -19% | -$24.4K | 0.03% | 216 |
|
|
2022
Q1 | $140K | Buy |
+21,170
| New | +$140K | 0.03% | 236 |
|
|
2019
Q2 | – | Sell |
-900
| Closed | -$5K | – | 765 |
|
|
2019
Q1 | $5K | Hold |
900
| – | – | ﹤0.01% | 781 |
|
|
2018
Q4 | $5K | Hold |
900
| – | – | ﹤0.01% | 747 |
|
|
2018
Q3 | $5K | Hold |
900
| – | – | ﹤0.01% | 701 |
|
|
2018
Q2 | $6K | Hold |
900
| – | – | ﹤0.01% | 669 |
|
|
2018
Q1 | $5K | Hold |
900
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $4K | Buy |
+900
| New | +$4K | ﹤0.01% | 675 |
|