Liberty Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-779
| Closed | -$48K | – | 943 |
|
|
2021
Q3 | $48K | Buy |
779
+28
| +4% | +$1.73K | 0.02% | 436 |
|
|
2021
Q2 | $49K | Buy |
751
+4
| +0.5% | +$261 | 0.02% | 319 |
|
|
2021
Q1 | $46K | Hold |
747
| – | – | 0.02% | 295 |
|
|
2020
Q4 | $46K | Buy |
747
+1
| +0.1% | +$62 | 0.02% | 292 |
|
|
2020
Q3 | $40K | Buy |
746
+29
| +4% | +$1.56K | 0.02% | 267 |
|
|
2020
Q2 | $42K | Buy |
717
+1
| +0.1% | +$59 | 0.03% | 248 |
|
|
2020
Q1 | $35K | Buy |
716
+2
| +0.3% | +$98 | 0.03% | 258 |
|
|
2019
Q4 | $51K | Buy |
714
+1
| +0.1% | +$71 | 0.04% | 243 |
|
|
2019
Q3 | $45K | Buy |
713
+2
| +0.3% | +$126 | 0.04% | 246 |
|
|
2019
Q2 | $40K | Sell |
711
-155
| -18% | -$8.72K | 0.04% | 283 |
|
|
2019
Q1 | $49K | Buy |
866
+2
| +0.2% | +$113 | 0.04% | 206 |
|
|
2018
Q4 | $49K | Buy |
+864
| New | +$49K | 0.04% | 190 |
|