TCI Wealth Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-140
| Closed | -$5.56K | – | 1911 |
|
|
2023
Q1 | $5.56K | Sell |
140
-5
| -3% | -$239 | ﹤0.01% | 1452 |
|
|
2022
Q4 | $8.48K | Hold |
145
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q3 | $8K | Buy |
145
+2
| +1% | +$126 | ﹤0.01% | 1185 |
|
|
2022
Q2 | $9K | Sell |
143
-192
| -57% | -$11.9K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $22K | Hold |
335
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $21K | Buy |
335
+195
| +139% | +$12.2K | ﹤0.01% | 689 |
|
|
2021
Q3 | $9K | Hold |
140
| – | – | ﹤0.01% | 1196 |
|
|
2021
Q2 | $9K | Sell |
140
-19
| -12% | -$1.19K | ﹤0.01% | 1062 |
|
|
2021
Q1 | $10K | Hold |
159
| – | – | ﹤0.01% | 868 |
|
|
2020
Q4 | $10K | Hold |
159
| – | – | ﹤0.01% | 657 |
|
|
2020
Q3 | $9K | Sell |
159
-8
| -5% | -$459 | ﹤0.01% | 609 |
|
|
2020
Q2 | $10K | Sell |
167
-17
| -9% | -$953 | ﹤0.01% | 580 |
|
|
2020
Q1 | $9K | Buy |
184
+25
| +16% | +$1.64K | ﹤0.01% | 601 |
|
|
2019
Q4 | $11K | Hold |
159
| – | – | ﹤0.01% | 692 |
|
|
2019
Q3 | $10K | Hold |
159
| – | – | ﹤0.01% | 649 |
|
|
2019
Q2 | $9K | Hold |
159
| – | – | ﹤0.01% | 654 |
|
|
2019
Q1 | $9K | Buy |
159
+19
| +14% | +$1.13K | ﹤0.01% | 658 |
|
|
2018
Q4 | $8K | Hold |
140
| – | – | ﹤0.01% | 679 |
|
|
2018
Q3 | $9K | Sell |
140
-30
| -18% | -$2.09K | ﹤0.01% | 667 |
|
|
2018
Q2 | $11K | Hold |
170
| – | – | ﹤0.01% | 626 |
|
|
2018
Q1 | $11K | Hold |
170
| – | – | 0.01% | 603 |
|
|
2017
Q4 | $9K | Hold |
170
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $9K | Hold |
170
| – | – | ﹤0.01% | 629 |
|
|
2017
Q2 | $9K | Hold |
170
| – | – | ﹤0.01% | 623 |
|
|
2017
Q1 | $9K | Hold |
170
| – | – | ﹤0.01% | 603 |
|
|
2016
Q4 | $8K | Hold |
170
| – | – | ﹤0.01% | 679 |
|
|
2016
Q3 | $7K | Sell |
170
-500
| -75% | -$20.9K | ﹤0.01% | 658 |
|
|
2016
Q2 | $26K | Sell |
670
-37
| -5% | -$1.45K | 0.01% | 397 |
|
|
2016
Q1 | $28K | Sell |
707
-467
| -40% | -$17.4K | 0.02% | 381 |
|
|
2015
Q4 | $48K | Buy |
1,174
+600
| +105% | +$24.3K | 0.03% | 309 |
|
|
2015
Q3 | $21K | Hold |
574
| – | – | 0.01% | 393 |
|
|
2015
Q2 | $21K | Sell |
574
-100
| -15% | -$3.88K | 0.01% | 397 |
|
|
2015
Q1 | $26K | Hold |
674
| – | – | 0.02% | 327 |
|
|
2014
Q4 | $24K | Hold |
674
| – | – | 0.01% | 334 |
|
|
2014
Q3 | $24K | Hold |
674
| – | – | 0.02% | 314 |
|
|
2014
Q2 | $23K | Hold |
674
| – | – | 0.01% | 330 |
|
|
2014
Q1 | $22K | Buy |
+674
| New | +$23.8K | 0.01% | 319 |
|
|
2013
Q4 | – | Sell |
-674
| Closed | -$26K | – | 889 |
|
|
2013
Q3 | $26K | Sell |
674
-1,270
| -65% | -$47.3K | 0.02% | 266 |
|
|
2013
Q2 | $65K | Buy |
+1,944
| New | +$63.9K | 0.05% | 195 |
|
Other funds holding SIRI
