LifeGuide Financial Advisors’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 |
-1,034
| Closed | -$29.3K | – | 42 |
|
|
2024
Q2 | $29.3K | Hold |
1,034
| – | – | 0.01% | 41 |
|
|
2024
Q1 | $40.1K | Hold |
1,034
| – | – | 0.02% | 41 |
|
|
2023
Q4 | $56.6K | Sell |
1,034
-9
| -0.9% | -$492 | 0.03% | 42 |
|
|
2023
Q3 | $47.1K | Sell |
1,043
-11
| -1% | -$497 | 0.03% | 37 |
|
|
2023
Q2 | $47.7K | Hold |
1,054
| – | – | 0.03% | 35 |
|
|
2023
Q1 | $41.8K | Hold |
1,054
| – | – | 0.03% | 31 |
|
|
2022
Q4 | $61.5K | Hold |
1,054
| – | – | 0.05% | 30 |
|
|
2022
Q3 | $60K | Sell |
1,054
-691
| -40% | -$39.3K | 0.06% | 25 |
|
|
2022
Q2 | $107K | Buy |
1,745
+11
| +0.6% | +$674 | 0.1% | 26 |
|
|
2022
Q1 | $115K | Hold |
1,734
| – | – | 0.09% | 26 |
|
|
2021
Q4 | $110K | Buy |
+1,734
| New | +$110K | 0.08% | 24 |
|