BEI
Benjamin Edwards Inc’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-924
| Closed | -$56K | – | 1192 |
|
|
2024
Q2 | $56K | Hold |
924
| – | – | 0.01% | 485 |
|
|
2024
Q1 | $57K | Hold |
924
| – | – | 0.01% | 470 |
|
|
2023
Q4 | $58K | Hold |
924
| – | – | 0.01% | 463 |
|
|
2023
Q3 | $52K | Hold |
924
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $59K | Hold |
924
| – | – | 0.01% | 447 |
|
|
2023
Q1 | $65K | Hold |
924
| – | – | 0.02% | 426 |
|
|
2022
Q4 | $64K | Hold |
924
| – | – | 0.02% | 401 |
|
|
2022
Q3 | $58K | Hold |
924
| – | – | 0.02% | 407 |
|
|
2022
Q2 | $69K | Hold |
924
| – | – | 0.02% | 394 |
|
|
2022
Q1 | $66K | Hold |
924
| – | – | 0.02% | 425 |
|
|
2021
Q4 | $60K | Hold |
924
| – | – | 0.02% | 404 |
|
|
2021
Q3 | $57K | Hold |
924
| – | – | 0.03% | 285 |
|
|
2021
Q2 | $67K | Sell |
924
-3,946
| -81% | -$286K | 0.05% | 248 |
|
|
2021
Q1 | $360K | Sell |
4,870
-158
| -3% | -$11.7K | 0.27% | 118 |
|
|
2020
Q4 | $322K | Buy |
5,028
+745
| +17% | +$47.7K | 0.25% | 123 |
|
|
2020
Q3 | $228K | Sell |
4,283
-248
| -5% | -$13.2K | 0.19% | 127 |
|
|
2020
Q2 | $298K | Buy |
4,531
+118
| +3% | +$7.76K | 0.25% | 112 |
|
|
2020
Q1 | $329K | Buy |
4,413
+3,352
| +316% | +$250K | 0.34% | 102 |
|
|
2019
Q4 | $88K | Buy |
1,061
+9
| +0.9% | +$746 | 0.18% | 103 |
|
|
2019
Q3 | $92K | Sell |
1,052
-1
| -0.1% | -$87 | 0.2% | 103 |
|
|
2019
Q2 | $88K | Buy |
1,053
+10
| +1% | +$836 | 0.21% | 96 |
|
|
2019
Q1 | $86K | Buy |
+1,043
| New | +$86K | 0.41% | 79 |
|