McKinley Carter Wealth Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,381
| Closed | -$131K | – | 301 |
|
|
2024
Q1 | $131K | Sell |
3,381
-90
| -3% | -$3.49K | 0.01% | 297 |
|
|
2023
Q4 | $190K | Sell |
3,471
-625
| -15% | -$34.2K | 0.01% | 299 |
|
|
2023
Q3 | $185K | Buy |
+4,096
| New | +$185K | 0.01% | 288 |
|
|
2018
Q2 | – | Sell |
-143
| Closed | -$9K | – | 343 |
|
|
2018
Q1 | $9K | Buy |
+143
| New | +$9K | ﹤0.01% | 383 |
|
|
2013
Q4 | – | Sell |
-2,104
| Closed | -$82K | – | 125 |
|
|
2013
Q3 | $82K | Buy |
+2,104
| New | +$82K | 0.1% | 94 |
|