SWA
Stratos Wealth Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,195
| Closed | -$43K | – | 757 |
|
|
2024
Q2 | $43K | Sell |
15,195
-17
| -0.1% | -$48 | ﹤0.01% | 696 |
|
|
2024
Q1 | $59K | Buy |
15,212
+9
| +0.1% | +$35 | ﹤0.01% | 654 |
|
|
2023
Q4 | $83.2K | Buy |
15,203
+9
| +0.1% | +$49 | ﹤0.01% | 668 |
|
|
2023
Q3 | $68.7K | Sell |
15,194
-690
| -4% | -$3.12K | ﹤0.01% | 655 |
|
|
2023
Q2 | $72K | Buy |
15,884
+11
| +0.1% | +$50 | 0.01% | 614 |
|
|
2023
Q1 | $63K | Sell |
15,873
-4,841
| -23% | -$19.2K | ﹤0.01% | 591 |
|
|
2022
Q4 | $121K | Sell |
20,714
-95
| -0.5% | -$555 | 0.01% | 555 |
|
|
2022
Q3 | $119K | Buy |
20,809
+2
| +0% | +$11 | 0.01% | 482 |
|
|
2022
Q2 | $128K | Buy |
20,807
+6
| +0% | +$37 | 0.01% | 500 |
|
|
2022
Q1 | $138K | Buy |
20,801
+67
| +0.3% | +$444 | 0.01% | 506 |
|
|
2021
Q4 | $132K | Buy |
20,734
+749
| +4% | +$4.77K | 0.01% | 538 |
|
|
2021
Q3 | $122K | Buy |
19,985
+552
| +3% | +$3.37K | 0.01% | 494 |
|
|
2021
Q2 | $127K | Sell |
19,433
-2,000
| -9% | -$13.1K | 0.01% | 525 |
|
|
2021
Q1 | $131K | Sell |
21,433
-241
| -1% | -$1.47K | 0.01% | 473 |
|
|
2020
Q4 | $138K | Sell |
21,674
-10,999
| -34% | -$70K | 0.02% | 389 |
|
|
2020
Q3 | $175K | Buy |
32,673
+251
| +0.8% | +$1.34K | 0.04% | 299 |
|
|
2020
Q2 | $190K | Hold |
32,422
| – | – | 0.06% | 260 |
|
|
2020
Q1 | $160K | Sell |
32,422
-10,000
| -24% | -$49.3K | 0.11% | 149 |
|
|
2019
Q4 | $303K | Buy |
42,422
+1
| +0% | +$7 | 0.17% | 129 |
|
|
2019
Q3 | $265K | Sell |
42,421
-10,000
| -19% | -$62.5K | 0.1% | 204 |
|
|
2019
Q2 | $293K | Buy |
+52,421
| New | +$293K | 0.12% | 183 |
|