Everence Capital Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,780
| Closed | -$354K | – | 646 |
|
|
2018
Q4 | $354K | Hold |
4,780
| – | – | 0.08% | 251 |
|
|
2018
Q3 | $352K | Sell |
4,780
-780
| -14% | -$57.4K | 0.07% | 289 |
|
|
2018
Q2 | $393K | Hold |
5,560
| – | – | 0.08% | 262 |
|
|
2018
Q1 | $402K | Buy |
5,560
+1,970
| +55% | +$142K | 0.09% | 252 |
|
|
2017
Q4 | $270K | Hold |
3,590
| – | – | 0.06% | 326 |
|
|
2017
Q3 | $268K | Hold |
3,590
| – | – | 0.06% | 303 |
|
|
2017
Q2 | $250K | Hold |
3,590
| – | – | 0.06% | 311 |
|
|
2017
Q1 | $242K | Buy |
+3,590
| New | +$242K | 0.06% | 301 |
|