Moneta Group Investment Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,393
| Closed | -$76.2K | – | 628 |
|
|
2023
Q4 | $76.2K | Sell |
1,393
-30
| -2% | -$1.64K | ﹤0.01% | 547 |
|
|
2023
Q3 | $64.3K | Buy |
+1,423
| New | +$64.3K | ﹤0.01% | 511 |
|
|
2019
Q4 | – | Sell |
-1,071
| Closed | -$67K | – | 282 |
|
|
2019
Q3 | $67K | Buy |
+1,071
| New | +$67K | 0.01% | 257 |
|
|
2018
Q2 | – | Sell |
-175
| Closed | -$11K | – | 598 |
|
|
2018
Q1 | $11K | Buy |
175
+120
| +218% | +$7.54K | ﹤0.01% | 451 |
|
|
2017
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 385 |
|
|
2015
Q4 | – | Sell |
-55
| Closed | -$2K | – | 366 |
|
|
2015
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 505 |
|