Carson Wealth (CWM LLC)’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.64M | Buy |
|
|||||
|
2025
Q2 | $1.44M | Buy |
|
|||||
|
2025
Q1 | $1.29M | Sell |
|
|||||
|
2024
Q4 | $1.17M | Sell |
|
|||||
|
2024
Q3 | $1.19M | Buy |
|
|||||
|
2024
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q1 | $959K | Sell |
|
|||||
|
2023
Q4 | $1.05M | Sell |
|
|||||
|
2023
Q3 | $1.02M | Sell |
|
|||||
|
2023
Q2 | $1.19M | Sell |
|
|||||
|
2023
Q1 | $1.39M | Sell |
|
|||||
|
2022
Q4 | $1.36M | Buy |
|
|||||
|
2022
Q3 | $1.21M | Sell |
|
|||||
|
2022
Q2 | $1.48M | Sell |
|
|||||
|
2022
Q1 | $1.54M | Sell |
|
|||||
|
2021
Q4 | $1.6M | Buy |
|
|||||
|
2021
Q2 | $1.92M | Hold |
|
|||||
|
2021
Q1 | $1.92M | Hold |
|
|||||
|
2020
Q4 | $1.92M | Hold |
|
|||||
|
2020
Q3 | $1.92M | Hold |
|
|||||
|
2020
Q2 | $1.92M | Hold |
|
|||||
|
2020
Q1 | $1.92M | Hold |
|
|||||
|
2019
Q4 | $1.92M | Hold |
|
|||||
|
2019
Q3 | $1.92M | Hold |
|
|||||
|
2019
Q2 | $1.92M | Hold |
|
|||||
|
2019
Q1 | $1.92M | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $1K | Buy |
|