Modern Wealth Management’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,438
Closed -$40.7K 466
2024
Q2
$40.7K Buy
1,438
+42
+3% +$1.19K ﹤0.01% 401
2024
Q1
$54.2K Buy
1,396
+34
+2% +$1.32K 0.01% 294
2023
Q4
$74.5K Buy
+1,362
New +$74.5K 0.01% 185