Bartlett & Co’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$7K | – | 1160 |
|
|
2023
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 857 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$11K | – | 765 |
|
|
2015
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 600 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 622 |
|
|
2015
Q1 | $10K | Sell |
200
-200
| -50% | -$10K | ﹤0.01% | 617 |
|
|
2014
Q4 | $21K | Sell |
400
-200
| -33% | -$10.5K | ﹤0.01% | 547 |
|
|
2014
Q3 | $28K | Hold |
600
| – | – | ﹤0.01% | 507 |
|
|
2014
Q2 | $29K | Hold |
600
| – | – | ﹤0.01% | 512 |
|
|
2014
Q1 | $28K | Hold |
600
| – | – | ﹤0.01% | 501 |
|
|
2013
Q4 | $27K | Sell |
600
-200
| -25% | -$9K | ﹤0.01% | 480 |
|
|
2013
Q3 | $36K | Hold |
800
| – | – | ﹤0.01% | 444 |
|
|
2013
Q2 | $37K | Buy |
+800
| New | +$37K | ﹤0.01% | 430 |
|