AssetMark Inc’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23K | Buy |
58
+16
| +38% | +$1.17K | ﹤0.01% | 2182 |
|
|
2025
Q1 | $3.29K | Hold |
42
| – | – | ﹤0.01% | 2070 |
|
|
2024
Q4 | $2.85K | Buy |
+42
| New | +$2.85K | ﹤0.01% | 2043 |
|
|
2021
Q2 | – | Sell |
-48
| Closed | -$4K | – | 1526 |
|
|
2021
Q1 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 1065 |
|
|
2018
Q1 | – | Sell |
-39
| Closed | -$3K | – | 1934 |
|
|
2017
Q4 | $3K | Buy |
39
+29
| +290% | +$2.23K | ﹤0.01% | 1377 |
|
|
2017
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1398 |
|