Tradition 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
Q1 | – | Sell |
-515
| Closed | -$28K | – | 1048 |
|
2023
Q4 | $28K | Hold |
515
| – | – | ﹤0.01% | 766 |
|
2023
Q3 | $23K | Hold |
515
| – | – | ﹤0.01% | 811 |
|
2023
Q2 | $23K | Hold |
515
| – | – | ﹤0.01% | 844 |
|
2023
Q1 | $20K | Buy |
515
+15
| +3% | +$583 | ﹤0.01% | 835 |
|
2022
Q4 | $29K | Hold |
500
| – | – | ﹤0.01% | 670 |
|
2022
Q3 | $29K | Hold |
500
| – | – | ﹤0.01% | 668 |
|
2022
Q2 | $31K | Hold |
500
| – | – | ﹤0.01% | 566 |
|
2022
Q1 | $33K | Buy |
500
+100
| +25% | +$6.6K | ﹤0.01% | 607 |
|
2021
Q4 | $25K | Hold |
400
| – | – | ﹤0.01% | 681 |
|
2021
Q3 | $24K | Sell |
400
-225
| -36% | -$13.5K | ﹤0.01% | 685 |
|
2021
Q2 | $41K | Hold |
625
| – | – | 0.01% | 581 |
|
2021
Q1 | $38K | Sell |
625
-1
| -0.2% | -$61 | 0.01% | 493 |
|
2020
Q4 | $40K | Buy |
+626
| New | +$40K | 0.01% | 450 |
|