Sugarloaf Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $6.39K | Sell |
280
-50
| -15% | -$1.14K | ﹤0.01% | 553 |
|
2024
Q3 | $7.81K | Buy |
330
+1
| +0.3% | +$24 | ﹤0.01% | 527 |
|
2024
Q2 | $9.3K | Buy |
329
+2
| +0.6% | +$57 | ﹤0.01% | 487 |
|
2024
Q1 | $12.7K | Buy |
327
+1
| +0.3% | +$39 | ﹤0.01% | 460 |
|
2023
Q4 | $17.8K | Buy |
326
+2
| +0.6% | +$109 | ﹤0.01% | 414 |
|
2023
Q3 | $14.7K | Buy |
324
+1
| +0.3% | +$45 | ﹤0.01% | 418 |
|
2023
Q2 | $14.6K | Buy |
323
+1
| +0.3% | +$45 | ﹤0.01% | 436 |
|
2023
Q1 | $12.8K | Buy |
322
+1
| +0.3% | +$40 | ﹤0.01% | 446 |
|
2022
Q4 | $18.7K | Sell |
321
-129
| -29% | -$7.53K | ﹤0.01% | 413 |
|
2022
Q3 | $26K | Buy |
450
+1
| +0.2% | +$58 | 0.01% | 382 |
|
2022
Q2 | $28K | Sell |
449
-204
| -31% | -$12.7K | 0.01% | 360 |
|
2022
Q1 | $43K | Buy |
653
+23
| +4% | +$1.52K | 0.01% | 303 |
|
2021
Q4 | $40K | Sell |
630
-10
| -2% | -$635 | 0.01% | 321 |
|
2021
Q3 | $39K | Buy |
640
+67
| +12% | +$4.08K | 0.01% | 312 |
|
2021
Q2 | $37K | Buy |
573
+1
| +0.2% | +$65 | 0.01% | 315 |
|
2021
Q1 | $35 | Sell |
572
-98
| -15% | -$6 | 0.01% | 327 |
|
2020
Q4 | $43K | Buy |
670
+1
| +0.1% | +$64 | 0.01% | 269 |
|
2020
Q3 | $36K | Buy |
669
+1
| +0.1% | +$54 | 0.01% | 272 |
|
2020
Q2 | $39K | Buy |
668
+1
| +0.1% | +$58 | 0.02% | 275 |
|
2020
Q1 | $33K | Hold |
667
| – | – | 0.01% | 270 |
|
2019
Q4 | $48K | Buy |
+667
| New | +$48K | 0.02% | 255 |
|