Cerity Partners’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
29,042
+992
| +4% | +$72.4K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $2.19M | Buy |
28,050
+1,726
| +7% | +$135K | ﹤0.01% | 1075 |
|
|
2024
Q4 | $1.78M | Sell |
26,324
-8
| -0% | -$542 | ﹤0.01% | 1157 |
|
|
2024
Q3 | $1.77M | Sell |
26,332
-661
| -2% | -$44.5K | ﹤0.01% | 1148 |
|
|
2024
Q2 | $1.64M | Sell |
26,993
-527
| -2% | -$32K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $1.69M | Buy |
+27,520
| New | +$1.69M | ﹤0.01% | 1054 |
|