Nicolet Advisory Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,056
| Closed | -$63K | – | 244 |
|
|
2022
Q3 | $63K | Buy |
1,056
+3
| +0.3% | +$179 | 0.01% | 189 |
|
|
2022
Q2 | $66K | Buy |
1,053
+4
| +0.4% | +$251 | 0.01% | 182 |
|
|
2022
Q1 | $68K | Buy |
1,049
+1
| +0.1% | +$65 | 0.01% | 198 |
|
|
2021
Q4 | $67K | Buy |
1,048
+12
| +1% | +$767 | 0.01% | 205 |
|
|
2021
Q3 | $63K | Hold |
1,036
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $68K | Hold |
1,036
| – | – | 0.01% | 185 |
|
|
2021
Q1 | $63K | Hold |
1,036
| – | – | 0.01% | 174 |
|
|
2020
Q4 | $66K | Hold |
1,036
| – | – | 0.01% | 170 |
|
|
2020
Q3 | $56K | Sell |
1,036
-812
| -44% | -$43.9K | 0.01% | 170 |
|
|
2020
Q2 | $108K | Sell |
1,848
-100
| -5% | -$5.84K | 0.02% | 201 |
|
|
2020
Q1 | $96K | Sell |
1,948
-100
| -5% | -$4.93K | 0.02% | 192 |
|
|
2019
Q4 | $146K | Hold |
2,048
| – | – | 0.02% | 168 |
|
|
2019
Q3 | $128K | Hold |
2,048
| – | – | 0.02% | 160 |
|
|
2019
Q2 | $114K | Sell |
2,048
-50
| -2% | -$2.78K | 0.02% | 156 |
|
|
2019
Q1 | $119K | Buy |
+2,098
| New | +$119K | 0.02% | 147 |
|