CIM
Castleton Investment Management’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-16,722
| Closed | -$1.21M | – | 63 |
|
|
2018
Q1 | $1.21M | Buy |
+16,722
| New | +$1.21M | 0.44% | 45 |
|
|
2017
Q3 | – | Sell |
-19,816
| Closed | -$1.38M | – | 65 |
|
|
2017
Q2 | $1.38M | Sell |
19,816
-9,905
| -33% | -$691K | 0.48% | 37 |
|
|
2017
Q1 | $2.01M | Sell |
29,721
-4,488
| -13% | -$303K | 0.73% | 20 |
|
|
2016
Q4 | $2.21M | Buy |
+34,209
| New | +$2.21M | 0.87% | 23 |
|