CarsonAllaria Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-102
| Closed | -$7K | – | 383 |
|
|
2022
Q4 | $7K | Hold |
102
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $6K | Hold |
102
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $8K | Hold |
102
| – | – | 0.01% | 206 |
|
|
2022
Q1 | $7K | Hold |
102
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $7K | Buy |
+102
| New | +$7K | 0.01% | 241 |
|