Advisornet Financial’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-89
| Closed | -$5.55K | – | 2458 |
|
|
2023
Q4 | $5.55K | Buy |
89
+9
| +11% | +$561 | ﹤0.01% | 1470 |
|
|
2023
Q3 | $4.53K | Sell |
80
-7
| -8% | -$396 | ﹤0.01% | 1445 |
|
|
2023
Q2 | $5.52K | Sell |
87
-1
| -1% | -$63 | ﹤0.01% | 1479 |
|
|
2023
Q1 | $6.17K | Buy |
88
+1
| +1% | +$70 | ﹤0.01% | 1438 |
|
|
2022
Q4 | $5.99K | Buy |
87
+10
| +13% | +$689 | ﹤0.01% | 1426 |
|
|
2022
Q3 | $5K | Hold |
77
| – | – | ﹤0.01% | 1506 |
|
|
2022
Q2 | $6K | Hold |
77
| – | – | ﹤0.01% | 1472 |
|
|
2022
Q1 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 1575 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1901 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1919 |
|