Beverly Hills Private Wealth’s Spirit AeroSystems SPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,522
| Closed | -$444K | – | 360 |
|
|
2024
Q2 | $444K | Sell |
13,522
-1,148
| -8% | -$37.7K | 0.1% | 199 |
|
|
2024
Q1 | $529K | Buy |
14,670
+6,421
| +78% | +$232K | 0.12% | 183 |
|
|
2023
Q4 | $262K | Sell |
8,249
-5,514
| -40% | -$175K | 0.07% | 273 |
|
|
2023
Q3 | $222K | Sell |
13,763
-13,656
| -50% | -$220K | 0.07% | 264 |
|
|
2023
Q2 | $613K | Buy |
27,419
+14,483
| +112% | +$324K | 0.1% | 210 |
|
|
2023
Q1 | $447K | Buy |
12,936
+2,560
| +25% | +$88.4K | 0.14% | 159 |
|
|
2022
Q4 | $307K | Buy |
+10,376
| New | +$307K | 0.13% | 175 |
|