TRUE Private Wealth Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,429
| Closed | -$64.7K | – | 269 |
|
|
2023
Q2 | $64.7K | Buy |
1,429
+60
| +4% | +$2.72K | 0.01% | 239 |
|
|
2023
Q1 | $54.3K | Hold |
1,369
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $79.9K | Hold |
1,369
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $78K | Hold |
1,369
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $83K | Hold |
1,369
| – | – | 0.01% | 225 |
|
|
2022
Q1 | $85K | Hold |
1,369
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $86K | Buy |
1,369
+21
| +2% | +$1.32K | 0.01% | 264 |
|
|
2021
Q3 | $82K | Hold |
1,348
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $88K | Sell |
1,348
-33
| -2% | -$2.15K | 0.01% | 234 |
|
|
2021
Q1 | $84K | Hold |
1,381
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $87K | Buy |
1,381
+33
| +2% | +$2.08K | 0.01% | 292 |
|
|
2020
Q3 | $72K | Hold |
1,348
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $79K | Buy |
+1,348
| New | +$79K | 0.01% | 271 |
|
|
2018
Q4 | – | Sell |
-382
| Closed | -$24.1K | – | 792 |
|
|
2018
Q3 | $24.1K | Buy |
+382
| New | +$24.1K | ﹤0.01% | 572 |
|