Avantax Planning Partners’s Spire SR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,700
Closed -$125K 1062
2018
Q3
$125K Buy
+1,700
New +$125K 0.01% 304
2018
Q2
Sell
-1,700
Closed -$123K 1294
2018
Q1
$123K Buy
+1,700
New +$123K 0.01% 372