Benjamin F. Edwards & Company’s Spire SR Stock Holding History

Benjamin F. Edwards & Company’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-22	Closed	-$1K	–	2236
2024 Q1	$1K	Buy	+22	New	+$1K	﹤0.01%	2097
2023 Q1	–	Sell	-42	Closed	-$3K	–	1897
2022 Q4	$3K	Sell	42 -27	-39%	-$1.93K	﹤0.01%	1694
2022 Q3	$4K	Hold	69	–	–	﹤0.01%	1614
2022 Q2	$5K	Buy	69 +51	+283%	+$3.7K	﹤0.01%	1556
2022 Q1	$1K	Buy	18 +1	+6%	+$56	﹤0.01%	1731
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	1679
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	1678
2021 Q2	$1K	Sell	17 -214	-93%	-$12.6K	﹤0.01%	1657
2021 Q1	$17K	Sell	231 -117	-34%	-$8.61K	﹤0.01%	1245
2020 Q4	$22K	Hold	348	–	–	﹤0.01%	1139
2020 Q3	$18K	Buy	348 +1	+0.3%	+$52	﹤0.01%	1151
2020 Q2	$23K	Sell	347 -36	-9%	-$2.39K	﹤0.01%	1081
2020 Q1	$29K	Sell	383 -97	-20%	-$7.35K	﹤0.01%	968
2019 Q4	$40K	Buy	480 +259	+117%	+$21.6K	﹤0.01%	1025
2019 Q3	$19K	Hold	221	–	–	﹤0.01%	1223
2019 Q2	$19K	Hold	221	–	–	﹤0.01%	1224
2019 Q1	$18K	Buy	221 +58	+36%	+$4.72K	﹤0.01%	1167
2018 Q4	$12K	Sell	163 -134	-45%	-$9.87K	﹤0.01%	1240
2018 Q3	$22K	Hold	297	–	–	﹤0.01%	1084
2018 Q2	$21K	Hold	297	–	–	﹤0.01%	1088
2018 Q1	$21K	Hold	297	–	–	﹤0.01%	1061
2017 Q4	$22K	Sell	297 -98	-25%	-$7.26K	﹤0.01%	994
2017 Q3	$29K	Buy	395 +195	+98%	+$14.3K	﹤0.01%	879
2017 Q2	$14K	Hold	200	–	–	﹤0.01%	980
2017 Q1	$14K	Hold	200	–	–	﹤0.01%	925
2016 Q4	$13K	Hold	200	–	–	﹤0.01%	881
2016 Q3	$13K	Hold	200	–	–	﹤0.01%	785
2016 Q2	$14K	Hold	200	–	–	﹤0.01%	731
2016 Q1	$14K	Hold	200	–	–	﹤0.01%	742
2015 Q4	$12K	Hold	200	–	–	﹤0.01%	805
2015 Q3	$11K	Hold	200	–	–	﹤0.01%	851
2015 Q2	$10K	Hold	200	–	–	﹤0.01%	930
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	900
2014 Q4	$11K	Hold	200	–	–	﹤0.01%	780
2014 Q3	$9K	Hold	200	–	–	﹤0.01%	793
2014 Q2	$10K	Hold	200	–	–	﹤0.01%	737
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	705
2013 Q4	$9K	Hold	200	–	–	﹤0.01%	672
2013 Q3	$9K	Hold	200	–	–	﹤0.01%	626
2013 Q2	$9K	Buy	+200	New	+$9K	﹤0.01%	598