Summit Trail Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,274
| Closed | -$57.6K | – | 589 |
|
|
2023
Q3 | $57.6K | Sell |
1,274
-51
| -4% | -$2.31K | ﹤0.01% | 533 |
|
|
2023
Q2 | $60K | Buy |
+1,325
| New | +$60K | ﹤0.01% | 530 |
|
|
2018
Q1 | – | Sell |
-534
| Closed | -$31K | – | 1450 |
|
|
2017
Q4 | $31K | Buy |
+534
| New | +$31K | ﹤0.01% | 935 |
|