WealthPLAN Partners’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 |
-469
| Closed | -$21.2K | – | 1021 |
|
|
2023
Q2 | $21.2K | Buy |
469
+2
| +0.4% | +$91 | ﹤0.01% | 664 |
|
|
2023
Q1 | $18.6K | Buy |
+467
| New | +$18.6K | ﹤0.01% | 743 |
|
|
2017
Q2 | – | Sell |
-166
| Closed | -$8.5K | – | 380 |
|
|
2017
Q1 | $8.5K | Buy |
+166
| New | +$8.5K | 0.03% | 289 |
|
|
2016
Q3 | $33.9K | Sell |
811
-1,048
| -56% | -$43.8K | 0.01% | 393 |
|
|
2016
Q2 | $36K | Buy |
+1,859
| New | +$36K | ﹤0.01% | 1076 |
|
|
2015
Q4 | $18.8K | Buy |
+1,364
| New | +$18.8K | ﹤0.01% | 946 |
|
|
2015
Q2 | $22K | Buy |
601
+401
| +201% | +$14.7K | 0.01% | 246 |
|
|
2015
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 395 |
|