BAM
Bruderman Asset Management’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-262
| Closed | -$22K | – | 492 |
|
|
2019
Q1 | $22K | Buy |
262
+2
| +0.8% | +$168 | ﹤0.01% | 363 |
|
|
2018
Q4 | $19K | Buy |
260
+4
| +2% | +$292 | ﹤0.01% | 357 |
|
|
2018
Q3 | $19K | Buy |
256
+2
| +0.8% | +$148 | ﹤0.01% | 258 |
|
|
2018
Q2 | $18K | Sell |
254
-2,798
| -92% | -$198K | ﹤0.01% | 275 |
|
|
2018
Q1 | $221K | Buy |
3,052
+92
| +3% | +$6.66K | 0.05% | 118 |
|
|
2017
Q4 | $222K | Buy |
2,960
+95
| +3% | +$7.13K | 0.06% | 113 |
|
|
2017
Q3 | $214K | Buy |
2,865
+1,090
| +61% | +$81.4K | 0.06% | 117 |
|
|
2017
Q2 | $124K | Buy |
+1,775
| New | +$124K | 0.03% | 136 |
|
|
2017
Q1 | – | Sell |
-912
| Closed | -$59K | – | 282 |
|
|
2016
Q4 | $59K | Buy |
912
+572
| +168% | +$37K | 0.02% | 185 |
|
|
2016
Q3 | $22K | Buy |
340
+1
| +0.3% | +$65 | 0.01% | 274 |
|
|
2016
Q2 | $24K | Buy |
+339
| New | +$24K | 0.01% | 254 |
|
|
2016
Q1 | – | Sell |
-1,396
| Closed | -$83K | – | 412 |
|
|
2015
Q4 | $83K | Sell |
1,396
-839
| -38% | -$49.9K | 0.03% | 168 |
|
|
2015
Q3 | $122K | Sell |
2,235
-229
| -9% | -$12.5K | 0.05% | 134 |
|
|
2015
Q2 | $128K | Buy |
2,464
+474
| +24% | +$24.6K | 0.05% | 135 |
|
|
2015
Q1 | $102K | Buy |
+1,990
| New | +$102K | 0.04% | 151 |
|