6 Meridian’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,374
| Closed | -$549K | – | 449 |
|
|
2020
Q1 | $549K | Buy |
7,374
+419
| +6% | +$31.2K | 0.06% | 210 |
|
|
2019
Q4 | $579K | Buy |
6,955
+289
| +4% | +$24.1K | 0.05% | 285 |
|
|
2019
Q3 | $582K | Sell |
6,666
-2,424
| -27% | -$212K | 0.06% | 229 |
|
|
2019
Q2 | $763K | Buy |
9,090
+167
| +2% | +$14K | 0.08% | 143 |
|
|
2019
Q1 | $734K | Sell |
8,923
-493
| -5% | -$40.6K | 0.07% | 138 |
|
|
2018
Q4 | $698K | Sell |
9,416
-98
| -1% | -$7.27K | 0.08% | 134 |
|
|
2018
Q3 | $700K | Sell |
9,514
-3,473
| -27% | -$256K | 0.07% | 158 |
|
|
2018
Q2 | $918K | Sell |
12,987
-97
| -0.7% | -$6.86K | 0.1% | 120 |
|
|
2018
Q1 | $946K | Buy |
13,084
+5,060
| +63% | +$366K | 0.11% | 112 |
|
|
2017
Q4 | $603K | Buy |
+8,024
| New | +$603K | 0.07% | 164 |
|