TriaGen Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-51,111
| Closed | -$2.98M | – | 181 |
|
|
2022
Q4 | $2.98M | Sell |
51,111
-2,514
| -5% | -$147K | 1.66% | 15 |
|
|
2022
Q3 | $3.06M | Buy |
+53,625
| New | +$3.06M | 1.69% | 15 |
|
|
2022
Q2 | – | Sell |
-5,599
| Closed | -$371K | – | 190 |
|
|
2022
Q1 | $371K | Sell |
5,599
-325
| -5% | -$21.5K | 0.19% | 120 |
|
|
2021
Q4 | $376K | Sell |
5,924
-526
| -8% | -$33.4K | 0.19% | 123 |
|
|
2021
Q3 | $393K | Sell |
6,450
-62
| -1% | -$3.78K | 0.21% | 115 |
|
|
2021
Q2 | $421K | Sell |
6,512
-286
| -4% | -$18.5K | 0.22% | 111 |
|
|
2021
Q1 | $414K | Sell |
6,798
-6,748
| -50% | -$411K | 0.24% | 104 |
|
|
2020
Q4 | $863K | Buy |
+13,546
| New | +$863K | 0.51% | 67 |
|