Cornerstone Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $616K | Buy |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $411K | Sell |
|
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $448K | Buy |
|
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $385K | Buy |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $533K | Buy |
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|
2019
Q4 | $529K | Buy |
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|
2019
Q3 | $543K | Sell |
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|
2019
Q2 | $525K | Hold |
|
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|
2019
Q1 | $311K | Hold |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $11.9M | Buy |
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|
2018
Q2 | $9.55M | Buy |
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|
2018
Q1 | $775K | Sell |
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|
2017
Q4 | $875K | Buy |
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|
2017
Q3 | $892K | Buy |
|
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|
2017
Q2 | $654K | Buy |
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|
2017
Q1 | $599K | Buy |
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|
2016
Q4 | $515K | Buy |
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|
2016
Q3 | $443K | Buy |
|