Concord Wealth Partners’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$2.26K | – | 1009 |
|
|
2023
Q3 | $2.26K | Hold |
40
| – | – | ﹤0.01% | 856 |
|
|
2023
Q2 | $2.54K | Buy |
+40
| New | +$2.54K | ﹤0.01% | 831 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$2.75K | – | 1208 |
|
|
2022
Q4 | $2.75K | Buy |
+40
| New | +$2.75K | ﹤0.01% | 884 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$3K | – | 1012 |
|
|
2022
Q2 | $3K | Buy |
40
+23
| +135% | +$1.73K | ﹤0.01% | 966 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1263 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 865 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 958 |
|