CWC
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Carolinas Wealth Consulting’s Spire SR Stock Holding History

Carolinas Wealth Consulting’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14
Closed -$1K – 988
2021
Q2 		$1K Hold
14
– – ﹤0.01% 916
2021
Q1 		$1K Buy
+14
New +$935 ﹤0.01% 912

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BC
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First Trust Advisors
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DPIM
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Carolinas Wealth Consulting's SR Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Spire (SR) in Q3 2021, closing a stake of 14 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in SR in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 263 funds tracked by Wall St. Rank hold SR as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining Spire position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Spire shares in Q3 2021, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Spire in Q1 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Spire position peaked at $1K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held Spire as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.