Modera Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,883
| Closed | -$120K | – | 551 |
|
|
2021
Q4 | $120K | Buy |
+1,883
| New | +$120K | ﹤0.01% | 584 |
|
|
2014
Q1 | – | Sell |
-1,130
| Closed | -$39K | – | 82 |
|
|
2013
Q4 | $39K | Hold |
1,130
| – | – | 0.01% | 84 |
|
|
2013
Q3 | $44K | Hold |
1,130
| – | – | 0.02% | 54 |
|
|
2013
Q2 | $38K | Buy |
+1,130
| New | +$38K | 0.02% | 52 |
|