Arax Advisory Partners’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.2K | Buy |
+126
| New | +$9.2K | ﹤0.01% | 2002 |
|
2025
Q1 | – | Sell |
-522
| Closed | -$35.4K | – | 3017 |
|
2024
Q4 | $35.4K | Hold |
522
| – | – | ﹤0.01% | 1002 |
|
2024
Q3 | $35.1K | Hold |
522
| – | – | ﹤0.01% | 856 |
|
2024
Q2 | $31.7K | Buy |
+522
| New | +$31.7K | ﹤0.01% | 810 |
|
2018
Q3 | – | Sell |
-35
| Closed | -$2K | – | 719 |
|
2018
Q2 | $2K | Buy |
35
+6
| +21% | +$343 | ﹤0.01% | 450 |
|
2018
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 433 |
|