True Wealth Design’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1K | Buy |
1,616
+523
| +48% | +$12K | 0.01% | 252 |
|
|
2025
Q1 | $24.6K | Buy |
1,093
+143
| +15% | +$3.22K | 0.01% | 307 |
|
|
2024
Q4 | $21.7K | Buy |
950
+934
| +5,838% | +$21.3K | 0.01% | 313 |
|
|
2024
Q3 | $379 | Buy |
16
+7
| +78% | +$166 | ﹤0.01% | 1137 |
|
|
2024
Q2 | $252 | Sell |
9
-4
| -31% | -$112 | ﹤0.01% | 729 |
|
|
2024
Q1 | $517 | Buy |
13
+5
| +63% | +$199 | ﹤0.01% | 620 |
|
|
2023
Q4 | $411 | Buy |
8
+6
| +300% | +$308 | ﹤0.01% | 525 |
|
|
2023
Q3 | $95 | Sell |
2
-20,443
| -100% | -$971K | ﹤0.01% | 717 |
|
|
2023
Q2 | $926K | Buy |
20,445
+3,107
| +18% | +$141K | 0.34% | 32 |
|
|
2023
Q1 | $688K | Buy |
17,338
+5,612
| +48% | +$223K | 0.29% | 98 |
|
|
2022
Q4 | $685K | Buy |
+11,726
| New | +$685K | 0.32% | 91 |
|