Capital Advisors Ltd’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Hold |
618
| – | – | 0.01% | 492 |
|
|
2025
Q1 | $48K | Sell |
618
-9
| -1% | -$699 | 0.01% | 463 |
|
|
2024
Q4 | $43K | Buy |
627
+509
| +431% | +$34.9K | 0.01% | 485 |
|
|
2024
Q3 | $8K | Hold |
118
| – | – | ﹤0.01% | 830 |
|
|
2024
Q2 | $7K | Sell |
118
-91
| -44% | -$5.4K | ﹤0.01% | 850 |
|
|
2024
Q1 | $13K | Hold |
209
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $13K | Hold |
209
| – | – | ﹤0.01% | 653 |
|
|
2023
Q3 | $12K | Hold |
209
| – | – | ﹤0.01% | 654 |
|
|
2023
Q2 | $13K | Buy |
209
+155
| +287% | +$9.64K | ﹤0.01% | 647 |
|
|
2023
Q1 | $4K | Sell |
54
-166
| -75% | -$12.3K | ﹤0.01% | 767 |
|
|
2022
Q4 | $1K | Buy |
+220
| New | +$1K | ﹤0.01% | 1090 |
|