CMA
Cedar Mountain Advisors’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
2,852
| – | – | 0.04% | 57 |
|
|
2025
Q1 | $223K | Hold |
2,852
| – | – | 0.05% | 54 |
|
|
2024
Q4 | $193K | Hold |
2,852
| – | – | 0.04% | 58 |
|
|
2024
Q3 | $192K | Hold |
2,852
| – | – | 0.04% | 58 |
|
|
2024
Q2 | $173K | Hold |
2,852
| – | – | 0.04% | 49 |
|
|
2024
Q1 | $175K | Hold |
2,852
| – | – | 0.04% | 49 |
|
|
2023
Q4 | $178K | Hold |
2,852
| – | – | 0.05% | 47 |
|
|
2023
Q3 | $161K | Hold |
2,852
| – | – | 0.05% | 49 |
|
|
2023
Q2 | $181K | Hold |
2,852
| – | – | 0.05% | 45 |
|
|
2023
Q1 | $200K | Hold |
2,852
| – | – | 0.06% | 42 |
|
|
2022
Q4 | $196K | Hold |
2,852
| – | – | 0.06% | 42 |
|
|
2022
Q3 | $178K | Hold |
2,852
| – | – | 0.06% | 41 |
|
|
2022
Q2 | $212K | Hold |
2,852
| – | – | 0.07% | 38 |
|
|
2022
Q1 | $205K | Sell |
2,852
-73
| -2% | -$5.25K | 0.06% | 42 |
|
|
2021
Q4 | $191K | Hold |
2,925
| – | – | 0.06% | 41 |
|
|
2021
Q3 | $179K | Hold |
2,925
| – | – | 0.06% | 42 |
|
|
2021
Q2 | $211K | Hold |
2,925
| – | – | 0.07% | 36 |
|
|
2021
Q1 | $216K | Hold |
2,925
| – | – | 0.07% | 36 |
|
|
2020
Q4 | $187K | Sell |
2,925
-170
| -5% | -$10.9K | 0.07% | 39 |
|
|
2020
Q3 | $165K | Hold |
3,095
| – | – | 0.07% | 40 |
|
|
2020
Q2 | $203K | Hold |
3,095
| – | – | 0.09% | 33 |
|
|
2020
Q1 | $231K | Hold |
3,095
| – | – | 0.12% | 28 |
|
|
2019
Q4 | $258K | Buy |
+3,095
| New | +$258K | 0.1% | 28 |
|