Marcum Wealth’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 |
-1,004
| Closed | -$28.4K | – | 422 |
|
|
2024
Q2 | $28.4K | Sell |
1,004
-425
| -30% | -$12K | ﹤0.01% | 351 |
|
|
2024
Q1 | $55.4K | Hold |
1,429
| – | – | 0.01% | 359 |
|
|
2023
Q4 | $78.2K | Sell |
1,429
-66
| -4% | -$3.61K | 0.01% | 347 |
|
|
2023
Q3 | $67.6K | Hold |
1,495
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $67.7K | Sell |
1,495
-527
| -26% | -$23.9K | 0.01% | 346 |
|
|
2023
Q1 | $80.3K | Sell |
2,022
-99
| -5% | -$3.93K | 0.01% | 335 |
|
|
2022
Q4 | $124K | Buy |
2,121
+100
| +5% | +$5.84K | 0.02% | 317 |
|
|
2022
Q3 | $115K | Hold |
2,021
| – | – | 0.02% | 313 |
|
|
2022
Q2 | $124K | Buy |
2,021
+1
| +0% | +$61 | 0.02% | 307 |
|
|
2022
Q1 | $134K | Buy |
2,020
+76
| +4% | +$5.04K | 0.02% | 328 |
|
|
2021
Q4 | $123K | Buy |
1,944
+1
| +0.1% | +$63 | 0.02% | 328 |
|
|
2021
Q3 | $119K | Buy |
1,943
+635
| +49% | +$38.9K | 0.02% | 316 |
|
|
2021
Q2 | $86K | Hold |
1,308
| – | – | 0.01% | 287 |
|
|
2021
Q1 | $80K | Buy |
1,308
+31
| +2% | +$1.9K | 0.01% | 286 |
|
|
2020
Q4 | $81K | Hold |
1,277
| – | – | 0.02% | 147 |
|
|
2020
Q3 | $68K | Hold |
1,277
| – | – | 0.02% | 118 |
|
|
2020
Q2 | $75K | Sell |
1,277
-15
| -1% | -$881 | 0.02% | 115 |
|
|
2020
Q1 | $64K | Buy |
1,292
+34
| +3% | +$1.68K | 0.02% | 91 |
|
|
2019
Q4 | $90K | Buy |
+1,258
| New | +$90K | 0.03% | 102 |
|