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Cape Investment Advisory’s Spire SR Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-100
Closed -$6.23K – 1155
2023
Q4 		$6.23K Hold
100
– – ﹤0.01% 742
2023
Q3 		$5.66K Hold
100
– – ﹤0.01% 645
2023
Q2 		$6.34K Hold
100
– – ﹤0.01% 623
2023
Q1 		$7.01K Buy
+100
New +$7.01K ﹤0.01% 606