American Investment Services’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,603
| Closed | -$359K | – | 142 |
|
|
2020
Q4 | $359K | Sell |
5,603
-4,591
| -45% | -$294K | 0.11% | 94 |
|
|
2020
Q3 | $542K | Hold |
10,194
| – | – | 0.18% | 88 |
|
|
2020
Q2 | $670K | Hold |
10,194
| – | – | 0.24% | 71 |
|
|
2020
Q1 | $759K | Hold |
10,194
| – | – | 0.29% | 65 |
|
|
2019
Q4 | $849K | Hold |
10,194
| – | – | 0.26% | 69 |
|
|
2019
Q3 | $889K | Hold |
10,194
| – | – | 0.28% | 64 |
|
|
2019
Q2 | $855K | Hold |
10,194
| – | – | 0.27% | 64 |
|
|
2019
Q1 | $839K | Buy |
+10,194
| New | +$839K | 0.27% | 58 |
|