Rockbridge 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
Q1 | – | Sell |
-215
| Closed | -$11.8K | – | 526 |
|
|
2023
Q4 | $11.8K | Buy |
+215
| New | +$11.8K | ﹤0.01% | 382 |
|
|
2022
Q3 | – | Sell |
-215
| Closed | -$13.1K | – | 501 |
|
|
2022
Q2 | $13.1K | Hold |
215
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $14.1K | Buy |
215
+1
| +0.5% | +$66 | ﹤0.01% | 458 |
|
|
2021
Q4 | $14K | Hold |
214
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $13K | Hold |
214
| – | – | ﹤0.01% | 494 |
|
|
2021
Q2 | $14K | Hold |
214
| – | – | ﹤0.01% | 479 |
|
|
2021
Q1 | $13K | Hold |
214
| – | – | ﹤0.01% | 476 |
|
|
2020
Q4 | $14K | Hold |
214
| – | – | ﹤0.01% | 465 |
|
|
2020
Q3 | $11K | Hold |
214
| – | – | ﹤0.01% | 457 |
|
|
2020
Q2 | $13K | Buy |
+214
| New | +$13K | ﹤0.01% | 400 |
|