SVWAG
Sound View Wealth Advisors Group’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
16,691
| – | – | 0.03% | 311 |
|
|
2025
Q1 | $376K | Sell |
16,691
-10
| -0.1% | -$225 | 0.03% | 298 |
|
|
2024
Q4 | $381K | Sell |
16,701
-508
| -3% | -$11.6K | 0.03% | 302 |
|
|
2024
Q3 | $407K | Buy |
+17,209
| New | +$407K | 0.03% | 291 |
|
|
2019
Q3 | – | Sell |
-10,000
| Closed | -$56K | – | 247 |
|
|
2019
Q2 | $56K | Buy |
+10,000
| New | +$56K | 0.02% | 246 |
|