MinichMacGregor Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$58 | 0.03% | 119 |
|
|
2022
Q3 | $88K | Buy |
1,555
+1
| +0.1% | +$57 | 0.04% | 76 |
|
|
2022
Q2 | $95K | Buy |
1,554
+1
| +0.1% | +$61 | 0.04% | 75 |
|
|
2022
Q1 | $102K | Buy |
1,553
+1
| +0.1% | +$66 | 0.03% | 88 |
|
|
2021
Q4 | $98K | Hold |
1,552
| – | – | 0.03% | 86 |
|
|
2021
Q3 | $94K | Buy |
1,552
+1
| +0.1% | +$61 | 0.03% | 79 |
|
|
2021
Q2 | $101K | Sell |
1,551
-47
| -3% | -$3.06K | 0.04% | 76 |
|
|
2021
Q1 | $97K | Sell |
1,598
-649
| -29% | -$39.4K | 0.04% | 79 |
|
|
2020
Q4 | $143K | Hold |
2,247
| – | – | 0.06% | 76 |
|
|
2020
Q3 | $120K | Buy |
2,247
+1
| +0% | +$53 | 0.06% | 62 |
|
|
2020
Q2 | $131K | Buy |
+2,246
| New | +$131K | 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% | +$62 | 0.09% | 49 |
|
|
2019
Q2 | $128K | Hold |
2,244
| – | – | 0.09% | 46 |
|
|
2019
Q1 | $129K | Buy |
+2,244
| New | +$129K | 0.1% | 46 |
|
|
2018
Q4 | – | Sell |
-2,243
| Closed | -$141K | – | 453 |
|
|
2018
Q3 | $141K | Buy |
2,243
+48
| +2% | +$3.02K | 0.09% | 58 |
|
|
2018
Q2 | $149K | Hold |
2,195
| – | – | 0.11% | 54 |
|
|
2018
Q1 | $136K | Buy |
2,195
+1
| +0% | +$62 | 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% | +$54 | 0.1% | 55 |
|
|
2017
Q1 | $112K | Sell |
2,193
-30
| -1% | -$1.53K | 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% | -$5.48K | 0.08% | 74 |
|
|
2015
Q4 | $91K | Buy |
+2,363
| New | +$91K | 0.08% | 64 |
|