VWA
V Wealth Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,117
| Closed | -$68.5K | – | 315 |
|
|
2023
Q2 | $68.5K | Buy |
15,117
+10
| +0.1% | +$45 | 0.01% | 380 |
|
|
2023
Q1 | $60K | Buy |
15,107
+7
| +0% | +$28 | 0.01% | 376 |
|
|
2022
Q4 | $88.2K | Sell |
15,100
-495
| -3% | -$2.89K | 0.02% | 359 |
|
|
2022
Q3 | $89K | Buy |
15,595
+5
| +0% | +$29 | 0.02% | 365 |
|
|
2022
Q2 | $96K | Buy |
15,590
+5
| +0% | +$31 | 0.02% | 398 |
|
|
2022
Q1 | $103K | Buy |
15,585
+56
| +0.4% | +$370 | 0.02% | 430 |
|
|
2021
Q4 | $99K | Buy |
15,529
+5
| +0% | +$32 | 0.01% | 445 |
|
|
2021
Q3 | $95K | Buy |
15,524
+3
| +0% | +$18 | 0.01% | 462 |
|
|
2021
Q2 | $103K | Buy |
15,521
+250
| +2% | +$1.66K | 0.02% | 460 |
|
|
2021
Q1 | $93K | Sell |
15,271
-500
| -3% | -$3.05K | 0.02% | 417 |
|
|
2020
Q4 | $100K | Buy |
+15,771
| New | +$100K | 0.02% | 374 |
|
|
2020
Q3 | – | Sell |
-15,771
| Closed | -$93K | – | 309 |
|
|
2020
Q2 | $93K | Buy |
15,771
+850
| +6% | +$5.01K | 0.02% | 337 |
|
|
2020
Q1 | $74K | Buy |
14,921
+500
| +3% | +$2.48K | 0.02% | 304 |
|
|
2019
Q4 | $90K | Hold |
14,421
| – | – | 0.03% | 282 |
|
|
2019
Q3 | $90K | Hold |
14,421
| – | – | 0.03% | 285 |
|
|
2019
Q2 | $80K | Hold |
14,421
| – | – | 0.03% | 270 |
|
|
2019
Q1 | $81K | Hold |
14,421
| – | – | 0.03% | 253 |
|
|
2018
Q4 | $92K | Hold |
14,421
| – | – | 0.05% | 210 |
|
|
2018
Q3 | $92K | Sell |
14,421
-1,000
| -6% | -$6.38K | 0.04% | 226 |
|
|
2018
Q2 | $108K | Hold |
15,421
| – | – | 0.06% | 195 |
|
|
2018
Q1 | $94K | Hold |
15,421
| – | – | 0.05% | 203 |
|
|
2017
Q4 | $84K | Buy |
+15,421
| New | +$84K | 0.04% | 202 |
|
|
2017
Q3 | – | Sell |
-5,821
| Closed | -$32K | – | 617 |
|
|
2017
Q2 | $32K | Buy |
+5,821
| New | +$32K | 0.02% | 383 |
|