RWP
Ridgecrest Wealth Partners’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,000
| Closed | -$34K | – | 115 |
|
|
2024
Q2 | $34K | Hold |
12,000
| – | – | 0.02% | 105 |
|
|
2024
Q1 | $46.6K | Hold |
12,000
| – | – | 0.03% | 108 |
|
|
2023
Q4 | $65.6K | Hold |
12,000
| – | – | 0.04% | 97 |
|
|
2023
Q3 | $54.2K | Hold |
12,000
| – | – | 0.04% | 95 |
|
|
2023
Q2 | $54.4K | Hold |
12,000
| – | – | 0.04% | 102 |
|
|
2023
Q1 | $47.6K | Hold |
12,000
| – | – | 0.03% | 97 |
|
|
2022
Q4 | $70.1K | Hold |
12,000
| – | – | 0.05% | 92 |
|
|
2022
Q3 | $69K | Hold |
12,000
| – | – | 0.06% | 94 |
|
|
2022
Q2 | $74K | Hold |
12,000
| – | – | 0.05% | 102 |
|
|
2022
Q1 | $79K | Hold |
12,000
| – | – | 0.05% | 106 |
|
|
2021
Q4 | $76K | Buy |
+12,000
| New | +$76K | 0.04% | 119 |
|