Simplicity Solutions’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $122K | Buy |
2,228
+143
| +7% | +$7.82K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $94.3K | Sell |
2,085
-768
| -27% | -$34.7K | ﹤0.01% | 946 |
|
|
2023
Q2 | $129K | Sell |
2,853
-1,521
| -35% | -$68.9K | ﹤0.01% | 993 |
|
|
2023
Q1 | $174K | Buy |
+4,374
| New | +$174K | ﹤0.01% | 1031 |
|
|
2021
Q1 | – | Sell |
-24,310
| Closed | -$1.55M | – | 899 |
|
|
2020
Q4 | $1.55M | Buy |
24,310
+2,290
| +10% | +$146K | 0.02% | 444 |
|
|
2020
Q3 | $1.18M | Buy |
22,020
+3,281
| +18% | +$176K | 0.02% | 445 |
|
|
2020
Q2 | $1.1M | Buy |
+18,739
| New | +$1.1M | 0.02% | 447 |
|
|
2019
Q2 | – | Sell |
-5,765
| Closed | -$327K | – | 844 |
|
|
2019
Q1 | $327K | Sell |
5,765
-149
| -3% | -$8.45K | 0.02% | 507 |
|
|
2018
Q4 | $337K | Buy |
+5,914
| New | +$337K | 0.04% | 412 |
|