Morningstar Investment 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 |
-3,301
| Closed | -$93K | – | 239 |
|
|
2024
Q2 | $93K | Hold |
3,301
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $128K | Hold |
3,301
| – | – | 0.01% | 200 |
|
|
2023
Q4 | $181K | Buy |
3,301
+167
| +5% | +$9.16K | 0.02% | 198 |
|
|
2023
Q3 | $142K | Hold |
3,134
| – | – | 0.02% | 165 |
|
|
2023
Q2 | $142K | Buy |
+3,134
| New | +$142K | 0.02% | 174 |
|