TWA
TCI Wealth Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,401
| Closed | -$5.56K | – | 1911 |
|
|
2023
Q1 | $5.56K | Sell |
1,401
-52
| -4% | -$206 | ﹤0.01% | 1452 |
|
|
2022
Q4 | $8.48K | Hold |
1,453
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q3 | $8K | Buy |
1,453
+28
| +2% | +$154 | ﹤0.01% | 1185 |
|
|
2022
Q2 | $9K | Sell |
1,425
-1,920
| -57% | -$12.1K | ﹤0.01% | 1101 |
|
|
2022
Q1 | $22K | Hold |
3,345
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $21K | Buy |
3,345
+1,945
| +139% | +$12.2K | ﹤0.01% | 689 |
|
|
2021
Q3 | $9K | Buy |
1,400
+1
| +0.1% | +$6 | ﹤0.01% | 1181 |
|
|
2021
Q2 | $9K | Sell |
1,399
-191
| -12% | -$1.23K | ﹤0.01% | 1044 |
|
|
2021
Q1 | $10K | Hold |
1,590
| – | – | ﹤0.01% | 850 |
|
|
2020
Q4 | $10K | Hold |
1,590
| – | – | ﹤0.01% | 633 |
|
|
2020
Q3 | $9K | Sell |
1,590
-77
| -5% | -$436 | ﹤0.01% | 592 |
|
|
2020
Q2 | $10K | Sell |
1,667
-174
| -9% | -$1.04K | ﹤0.01% | 568 |
|
|
2020
Q1 | $9K | Buy |
1,841
+251
| +16% | +$1.23K | ﹤0.01% | 591 |
|
|
2019
Q4 | $11K | Buy |
1,590
+1
| +0.1% | +$7 | ﹤0.01% | 688 |
|
|
2019
Q3 | $10K | Hold |
1,589
| – | – | ﹤0.01% | 645 |
|
|
2019
Q2 | $9K | Hold |
1,589
| – | – | ﹤0.01% | 650 |
|
|
2019
Q1 | $9K | Buy |
1,589
+191
| +14% | +$1.08K | ﹤0.01% | 652 |
|
|
2018
Q4 | $8K | Hold |
1,398
| – | – | ﹤0.01% | 671 |
|
|
2018
Q3 | $9K | Sell |
1,398
-300
| -18% | -$1.93K | ﹤0.01% | 657 |
|
|
2018
Q2 | $11K | Hold |
1,698
| – | – | ﹤0.01% | 626 |
|
|
2018
Q1 | $11K | Hold |
1,698
| – | – | 0.01% | 600 |
|
|
2017
Q4 | $9K | Buy |
1,698
+1
| +0.1% | +$5 | ﹤0.01% | 660 |
|
|
2017
Q3 | $9K | Hold |
1,697
| – | – | ﹤0.01% | 628 |
|
|
2017
Q2 | $9K | Hold |
1,697
| – | – | ﹤0.01% | 623 |
|
|
2017
Q1 | $9K | Hold |
1,697
| – | – | ﹤0.01% | 603 |
|
|
2016
Q4 | $8K | Hold |
1,697
| – | – | ﹤0.01% | 679 |
|
|
2016
Q3 | $7K | Sell |
1,697
-5,000
| -75% | -$20.6K | ﹤0.01% | 658 |
|
|
2016
Q2 | $26K | Sell |
6,697
-377
| -5% | -$1.46K | 0.01% | 397 |
|
|
2016
Q1 | $28K | Sell |
7,074
-4,669
| -40% | -$18.5K | 0.02% | 381 |
|
|
2015
Q4 | $48K | Buy |
11,743
+6,003
| +105% | +$24.5K | 0.03% | 309 |
|
|
2015
Q3 | $21K | Hold |
5,740
| – | – | 0.01% | 393 |
|
|
2015
Q2 | $21K | Sell |
5,740
-1,000
| -15% | -$3.66K | 0.01% | 397 |
|
|
2015
Q1 | $26K | Hold |
6,740
| – | – | 0.02% | 327 |
|
|
2014
Q4 | $24K | Hold |
6,740
| – | – | 0.01% | 334 |
|
|
2014
Q3 | $24K | Hold |
6,740
| – | – | 0.02% | 314 |
|
|
2014
Q2 | $23K | Hold |
6,740
| – | – | 0.01% | 330 |
|
|
2014
Q1 | $22K | Buy |
+6,740
| New | +$22K | 0.01% | 319 |
|
|
2013
Q4 | – | Sell |
-6,740
| Closed | -$26K | – | 887 |
|
|
2013
Q3 | $26K | Sell |
6,740
-12,700
| -65% | -$49K | 0.02% | 266 |
|
|
2013
Q2 | $65K | Buy |
+19,440
| New | +$65K | 0.05% | 194 |
|