SWM
Selective Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,137
| Closed | -$6K | – | 623 |
|
|
2022
Q3 | $6K | Hold |
1,137
| – | – | ﹤0.01% | 581 |
|
|
2022
Q2 | $7K | Buy |
1,137
+935
| +463% | +$5.76K | ﹤0.01% | 601 |
|
|
2022
Q1 | $1K | Hold |
202
| – | – | ﹤0.01% | 695 |
|
|
2021
Q4 | $1K | Hold |
202
| – | – | ﹤0.01% | 644 |
|
|
2021
Q3 | $1K | Sell |
202
-9,300
| -98% | -$46K | ﹤0.01% | 574 |
|
|
2021
Q2 | $62K | Buy |
9,502
+7,300
| +332% | +$47.6K | 0.05% | 166 |
|
|
2021
Q1 | $13K | Hold |
2,202
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $14K | Hold |
2,202
| – | – | 0.01% | 213 |
|
|
2020
Q3 | $12K | Hold |
2,202
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $13K | Buy |
2,202
+2,000
| +990% | +$11.8K | 0.01% | 220 |
|
|
2020
Q1 | $1K | Hold |
202
| – | – | ﹤0.01% | 320 |
|
|
2019
Q4 | $1K | Hold |
202
| – | – | ﹤0.01% | 317 |
|
|
2019
Q3 | $1K | Buy |
+202
| New | +$1K | ﹤0.01% | 326 |
|
|
2018
Q3 | $1K | Buy |
+202
| New | +$1K | 0.01% | 159 |
|