Advisory Services Network’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26
| Closed | -$1.79K | – | 4141 |
|
|
2022
Q4 | $1.79K | Buy |
+26
| New | +$1.79K | ﹤0.01% | 3476 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$1K | – | 2937 |
|
|
2020
Q4 | $1K | Sell |
20
-297
| -94% | -$14.9K | ﹤0.01% | 3191 |
|
|
2020
Q3 | $17K | Buy |
+317
| New | +$17K | ﹤0.01% | 2175 |
|
|
2020
Q2 | – | Sell |
-196
| Closed | -$14K | – | 2542 |
|
|
2020
Q1 | $14K | Sell |
196
-4
| -2% | -$286 | ﹤0.01% | 2084 |
|
|
2019
Q4 | $17K | Buy |
200
+20
| +11% | +$1.7K | ﹤0.01% | 2110 |
|
|
2019
Q3 | $15K | Hold |
180
| – | – | ﹤0.01% | 1974 |
|
|
2019
Q2 | $15K | Buy |
+180
| New | +$15K | ﹤0.01% | 1972 |
|
|
2018
Q3 | – | Sell |
-73
| Closed | -$5K | – | 2624 |
|
|
2018
Q2 | $5K | Sell |
73
-41
| -36% | -$2.81K | ﹤0.01% | 2040 |
|
|
2018
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 1963 |
|
|
2017
Q4 | $9K | Hold |
114
| – | – | ﹤0.01% | 1891 |
|
|
2017
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 1667 |
|
|
2017
Q2 | $8K | Buy |
114
+44
| +63% | +$3.09K | ﹤0.01% | 1644 |
|
|
2017
Q1 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1724 |
|
|
2016
Q1 | – | Sell |
-38
| Closed | -$2K | – | 1782 |
|
|
2015
Q4 | $2K | Sell |
38
-71
| -65% | -$3.74K | ﹤0.01% | 1365 |
|
|
2015
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 1082 |
|
|
2015
Q2 | $6K | Buy |
109
+18
| +20% | +$991 | ﹤0.01% | 1031 |
|
|
2015
Q1 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 1013 |
|