DiNuzzo Private Wealth’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511 | Sell |
7
-2
| -22% | -$146 | ﹤0.01% | 1062 |
|
|
2025
Q1 | $705 | Buy |
9
+3
| +50% | +$235 | ﹤0.01% | 942 |
|
|
2024
Q4 | $407 | Hold |
6
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q3 | $404 | Hold |
6
| – | – | ﹤0.01% | 1171 |
|
|
2024
Q2 | $365 | Sell |
6
-1
| -14% | -$61 | ﹤0.01% | 1135 |
|
|
2024
Q1 | $430 | Buy |
7
+1
| +17% | +$61 | ﹤0.01% | 1023 |
|
|
2023
Q4 | $375 | Buy |
+6
| New | +$375 | ﹤0.01% | 1071 |
|