Disciplined Investments’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$508 | – | 1346 |
|
|
2023
Q2 | $508 | Hold |
8
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q1 | $561 | Hold |
8
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q4 | $551 | Sell |
8
-1
| -11% | -$69 | ﹤0.01% | 1155 |
|
|
2022
Q3 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 1084 |
|
|
2022
Q2 | $1K | Buy |
10
+4
| +67% | +$400 | ﹤0.01% | 1111 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1608 |
|