MTWM
Masso Torrence Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,169
| Closed | -$85.4K | – | 99 |
|
|
2024
Q2 | $85.4K | Sell |
30,169
-500
| -2% | -$1.42K | 0.05% | 89 |
|
|
2024
Q1 | $119K | Hold |
30,669
| – | – | 0.07% | 89 |
|
|
2023
Q4 | $168K | Hold |
30,669
| – | – | 0.11% | 86 |
|
|
2023
Q3 | $139K | Hold |
30,669
| – | – | 0.11% | 80 |
|
|
2023
Q2 | $139K | Hold |
30,669
| – | – | 0.1% | 82 |
|
|
2023
Q1 | $122K | Hold |
30,669
| – | – | 0.1% | 90 |
|
|
2022
Q4 | $179K | Hold |
30,669
| – | – | 0.14% | 88 |
|
|
2022
Q3 | $175K | Hold |
30,669
| – | – | 0.15% | 83 |
|
|
2022
Q2 | $188K | Hold |
30,669
| – | – | 0.17% | 77 |
|
|
2022
Q1 | $203K | Hold |
30,669
| – | – | 0.16% | 75 |
|
|
2021
Q4 | $195K | Buy |
+30,669
| New | +$195K | 0.14% | 88 |
|