OAM
Optimal Asset Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.89M | Buy |
473,745
+1,491
| +0.3% | +$9.1K | 0.36% | 96 |
|
|
2021
Q2 | $3.09M | Buy |
472,254
+2
| +0% | +$13 | 0.37% | 99 |
|
|
2021
Q1 | $2.88M | Sell |
472,252
-15,098
| -3% | -$91.9K | 0.37% | 97 |
|
|
2020
Q4 | $3.1M | Buy |
487,350
+1
| +0% | +$6 | 0.44% | 66 |
|
|
2020
Q3 | $2.61M | Sell |
487,349
-30,448
| -6% | -$163K | 0.38% | 80 |
|
|
2020
Q2 | $3.04M | Sell |
517,797
-559,407
| -52% | -$3.28M | 0.49% | 53 |
|
|
2020
Q1 | $5.32K | Buy |
1,077,204
+469,367
| +77% | +$2.32K | 0.5% | 48 |
|
|
2019
Q4 | $4.35M | Buy |
+607,837
| New | +$4.35M | 0.66% | 28 |
|