TRUE Private 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 Q3	–	Sell	-1,429	Closed	-$64.7K	–	269
2023 Q2	$64.7K	Buy	1,429 +60	+4%	+$2.27K	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%	+$1.31K	0.01%	264
2021 Q3	$82K	Hold	1,348	–	–	0.01%	242
2021 Q2	$88K	Sell	1,348 -33	-2%	-$2.07K	0.01%	234
2021 Q1	$84K	Hold	1,381	–	–	0.01%	229
2020 Q4	$87K	Buy	1,381 +33	+2%	+$2.03K	0.01%	292
2020 Q3	$72K	Hold	1,348	–	–	0.01%	288
2020 Q2	$79K	Buy	+1,348	New	+$75.5K	0.01%	271
2018 Q4	–	Sell	-382	Closed	-$24.1K	–	792
2018 Q3	$24.1K	Buy	+382	New	+$26.6K	﹤0.01%	572