WealthOne’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$64.7K Buy
1,431
+104
+8% +$4.7K 0.03% 85
2023
Q2
$60.1K Buy
1,327
+5
+0.4% +$226 0.02% 110
2023
Q1
$52.5K Buy
1,322
+4
+0.3% +$159 0.02% 104
2022
Q4
$76.9K Buy
1,318
+3
+0.2% +$175 0.03% 117
2022
Q3
$75K Buy
1,315
+3
+0.2% +$171 0.03% 107
2022
Q2
$80K Buy
1,312
+2
+0.2% +$122 0.03% 121
2022
Q1
$87K Buy
+1,310
New +$87K 0.03% 123
2021
Q4
Sell
-1,268
Closed -$77K 126
2021
Q3
$77K Buy
1,268
+2
+0.2% +$121 0.03% 131
2021
Q2
$83K Buy
1,266
+176
+16% +$11.5K 0.03% 125
2021
Q1
$66K Buy
1,090
+1
+0.1% +$61 0.03% 120
2020
Q4
$69K Buy
1,089
+2
+0.2% +$127 0.03% 108
2020
Q3
$58K Buy
1,087
+2
+0.2% +$107 0.03% 103
2020
Q2
$64K Buy
1,085
+1
+0.1% +$59 0.04% 96
2020
Q1
$54K Buy
1,084
+2
+0.2% +$100 0.04% 87
2019
Q4
$77K Buy
1,082
+1
+0.1% +$71 0.05% 87
2019
Q3
$68K Buy
1,081
+2
+0.2% +$126 0.05% 88
2019
Q2
$60K Buy
+1,079
New +$60K 0.04% 95
2019
Q1
Sell
-1,075
Closed -$61K 476
2018
Q4
$61K Buy
+1,075
New +$61K 0.05% 160