BDO Wealth Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-472
| Closed | -$29K | – | 1146 |
|
|
2021
Q3 | $29K | Hold |
472
| – | – | ﹤0.01% | 540 |
|
|
2021
Q2 | $34K | Hold |
472
| – | – | ﹤0.01% | 526 |
|
|
2021
Q1 | $35K | Hold |
472
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $30K | Hold |
472
| – | – | ﹤0.01% | 411 |
|
|
2020
Q3 | $25K | Hold |
472
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $31K | Hold |
472
| – | – | 0.01% | 374 |
|
|
2020
Q1 | $35K | Hold |
472
| – | – | 0.01% | 372 |
|
|
2019
Q4 | $39K | Sell |
472
-42
| -8% | -$3.47K | 0.01% | 321 |
|
|
2019
Q3 | $45K | Buy |
514
+42
| +9% | +$3.68K | 0.01% | 322 |
|
|
2019
Q2 | $40K | Hold |
472
| – | – | 0.01% | 326 |
|
|
2019
Q1 | $39K | Sell |
472
-1,600
| -77% | -$132K | 0.01% | 308 |
|
|
2018
Q4 | $153K | Hold |
2,072
| – | – | 0.05% | 168 |
|
|
2018
Q3 | $152K | Hold |
2,072
| – | – | 0.05% | 178 |
|
|
2018
Q2 | $146K | Buy |
+2,072
| New | +$146K | 0.05% | 181 |
|