Strategic Family Wealth Counselors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,183
| Closed | -$61.8K | – | 134 |
|
|
2024
Q2 | $61.8K | Buy |
2,183
+335
| +18% | +$9.48K | 0.02% | 123 |
|
|
2024
Q1 | $71.7K | Hold |
1,848
| – | – | 0.03% | 116 |
|
|
2023
Q4 | $101K | Hold |
1,848
| – | – | 0.04% | 114 |
|
|
2023
Q3 | $83.5K | Hold |
1,848
| – | – | 0.04% | 108 |
|
|
2023
Q2 | $83.7K | Hold |
1,848
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $73.4K | Hold |
1,848
| – | – | 0.03% | 105 |
|
|
2022
Q4 | $108K | Hold |
1,848
| – | – | 0.05% | 102 |
|
|
2022
Q3 | $106K | Hold |
1,848
| – | – | 0.05% | 90 |
|
|
2022
Q2 | $113K | Hold |
1,848
| – | – | 0.05% | 95 |
|
|
2022
Q1 | $122K | Hold |
1,848
| – | – | 0.05% | 99 |
|
|
2021
Q4 | $117K | Hold |
1,848
| – | – | 0.04% | 102 |
|
|
2021
Q3 | $113K | Hold |
1,848
| – | – | 0.04% | 94 |
|
|
2021
Q2 | $121K | Hold |
1,848
| – | – | 0.04% | 83 |
|
|
2021
Q1 | $113K | Hold |
1,848
| – | – | 0.04% | 79 |
|
|
2020
Q4 | $118K | Hold |
1,848
| – | – | 0.06% | 78 |
|
|
2020
Q3 | $99K | Hold |
1,848
| – | – | 0.06% | 73 |
|
|
2020
Q2 | $108K | Sell |
1,848
-200
| -10% | -$11.7K | 0.07% | 73 |
|
|
2020
Q1 | $101K | Hold |
2,048
| – | – | 0.08% | 68 |
|
|
2019
Q4 | $146K | Hold |
2,048
| – | – | 0.12% | 66 |
|
|
2019
Q3 | $128K | Hold |
2,048
| – | – | 0.1% | 61 |
|
|
2019
Q2 | $114K | Hold |
2,048
| – | – | 0.09% | 62 |
|
|
2019
Q1 | $116K | Hold |
2,048
| – | – | 0.09% | 65 |
|
|
2018
Q4 | $117K | Buy |
+2,048
| New | +$117K | 0.13% | 61 |
|