Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,310
| Closed | -$65.4K | – | 713 |
|
|
2024
Q2 | $65.4K | Sell |
2,310
-36
| -2% | -$1.07K | ﹤0.01% | 648 |
|
|
2024
Q1 | $91K | Sell |
2,346
-373
| -14% | -$17.7K | ﹤0.01% | 667 |
|
|
2023
Q4 | $149K | Buy |
2,719
+292
| +12% | +$14K | ﹤0.01% | 567 |
|
|
2023
Q3 | $110K | Sell |
2,427
-5
| -0.2% | -$232 | ﹤0.01% | 531 |
|
|
2023
Q2 | $110K | Buy |
2,432
+773
| +47% | +$29.2K | ﹤0.01% | 533 |
|
|
2023
Q1 | $65.8K | Buy |
1,659
+2
| +0.1% | +$96 | ﹤0.01% | 525 |
|
|
2022
Q4 | $96.8K | Sell |
1,657
-99
| -6% | -$6.09K | ﹤0.01% | 509 |
|
|
2022
Q3 | $100K | Hold |
1,756
| – | – | 0.01% | 490 |
|
|
2022
Q2 | $108K | Buy |
1,756
+5
| +0.3% | +$311 | 0.01% | 494 |
|
|
2022
Q1 | $116K | Buy |
1,751
+10
| +0.6% | +$629 | 0.01% | 519 |
|
|
2021
Q4 | $111K | Buy |
1,741
+1
| +0.1% | +$63 | 0.01% | 527 |
|
|
2021
Q3 | $106K | Sell |
1,740
-549
| -24% | -$34.5K | 0.01% | 500 |
|
|
2021
Q2 | $150K | Buy |
2,289
+782
| +52% | +$49K | 0.01% | 476 |
|
|
2021
Q1 | $92K | Sell |
1,507
-100
| -6% | -$6.09K | 0.01% | 436 |
|
|
2020
Q4 | $102K | Buy |
1,607
+607
| +61% | +$37.3K | 0.01% | 402 |
|
|
2020
Q3 | $54K | Hold |
1,000
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $59K | Sell |
1,000
-15
| -1% | -$841 | 0.01% | 333 |
|
|
2020
Q1 | $50K | Sell |
1,015
-115
| -10% | -$7.52K | 0.01% | 291 |
|
|
2019
Q4 | $81K | Hold |
1,130
| – | – | 0.01% | 335 |
|
|
2019
Q3 | $71K | Hold |
1,130
| – | – | 0.01% | 316 |
|
|
2019
Q2 | $63K | Sell |
1,130
-1
| -0.1% | -$57 | 0.01% | 319 |
|
|
2019
Q1 | $64K | Buy |
1,131
+6
| +0.5% | +$358 | 0.01% | 313 |
|
|
2018
Q4 | $64K | Hold |
1,125
| – | – | 0.01% | 273 |
|
|
2018
Q3 | $71K | Buy |
1,125
+10
| +0.9% | +$696 | 0.01% | 279 |
|
|
2018
Q2 | $75K | Hold |
1,115
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $70K | Hold |
1,115
| – | – | 0.01% | 233 |
|
|
2017
Q4 | $60K | Hold |
1,115
| – | – | 0.01% | 229 |
|
|
2017
Q3 | $62K | Hold |
1,115
| – | – | 0.01% | 206 |
|
|
2017
Q2 | $61K | Hold |
1,115
| – | – | 0.01% | 191 |
|
|
2017
Q1 | $57K | Buy |
+1,115
| New | +$54.8K | 0.01% | 191 |
|
Other funds holding SIRI
FP
SC
TSW