Westmount Partners’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,461
| Closed | -$128K | – | 234 |
|
|
2024
Q2 | $128K | Buy |
4,461
+466
| +12% | +$13.4K | 0.04% | 211 |
|
|
2024
Q1 | $155K | Sell |
3,995
-221
| -5% | -$8.57K | 0.06% | 203 |
|
|
2023
Q4 | $231K | Hold |
4,216
| – | – | 0.09% | 171 |
|
|
2023
Q3 | $191K | Hold |
4,216
| – | – | 0.08% | 184 |
|
|
2023
Q2 | $191K | Hold |
4,216
| – | – | 0.08% | 176 |
|
|
2023
Q1 | $167K | Hold |
4,216
| – | – | 0.08% | 175 |
|
|
2022
Q4 | $246K | Buy |
+4,216
| New | +$246K | 0.13% | 149 |
|