MinichMacGregor Wealth Management’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,556	Closed	-$90.9K	–	552
2022 Q4	$90.9K	Buy	1,556 +1	+0.1%	+$61	0.03%	119
2022 Q3	$88K	Buy	1,555 +1	+0.1%	+$63	0.04%	76
2022 Q2	$95K	Buy	1,554 +1	+0.1%	+$62	0.04%	75
2022 Q1	$102K	Buy	1,553 +1	+0.1%	+$63	0.03%	88
2021 Q4	$98K	Hold	1,552	–	–	0.03%	86
2021 Q3	$94K	Buy	1,552 +1	+0.1%	+$63	0.03%	79
2021 Q2	$101K	Sell	1,551 -47	-3%	-$2.95K	0.04%	76
2021 Q1	$97K	Sell	1,598 -649	-29%	-$39.6K	0.04%	79
2020 Q4	$143K	Hold	2,247	–	–	0.06%	76
2020 Q3	$120K	Buy	2,247 +1	+0%	+$57	0.06%	62
2020 Q2	$131K	Buy	+2,246	New	+$126K	0.07%	59
2020 Q1	–	Sell	-2,245	Closed	-$160K	–	115
2019 Q4	$160K	Hold	2,245	–	–	0.09%	51
2019 Q3	$140K	Buy	2,245 +1	+0%	+$61	0.09%	49
2019 Q2	$128K	Hold	2,244	–	–	0.09%	46
2019 Q1	$129K	Buy	+2,244	New	+$134K	0.1%	46
2018 Q4	–	Sell	-2,243	Closed	-$141K	–	451
2018 Q3	$141K	Buy	2,243 +48	+2%	+$3.34K	0.09%	58
2018 Q2	$149K	Hold	2,195	–	–	0.11%	54
2018 Q1	$136K	Buy	2,195 +1	+0%	+$60	0.11%	54
2017 Q4	$117K	Hold	2,194	–	–	0.09%	62
2017 Q3	$121K	Hold	2,194	–	–	0.1%	56
2017 Q2	$119K	Buy	2,194 +1	+0%	+$51	0.1%	55
2017 Q1	$112K	Sell	2,193 -30	-1%	-$1.48K	0.1%	57
2016 Q4	$98K	Hold	2,223	–	–	0.09%	67
2016 Q3	$92K	Hold	2,223	–	–	0.09%	73
2016 Q2	$87K	Hold	2,223	–	–	0.08%	74
2016 Q1	$87K	Sell	2,223 -140	-6%	-$5.23K	0.08%	74
2015 Q4	$91K	Buy	+2,363	New	+$95.5K	0.08%	64