EverSource Wealth Advisors’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 | $124K | Buy |
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|
2025
Q1 | $79.7K | Buy |
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|
2024
Q4 | $52.3K | Buy |
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|
2024
Q3 | $51.8K | Sell |
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|
2024
Q2 | $52K | Buy |
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|
2024
Q1 | $43.4K | Sell |
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|
2023
Q4 | $51.6K | Sell |
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|
2023
Q3 | $107K | Buy |
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|
2023
Q2 | $39.3K | Buy |
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|
2023
Q1 | $42.7K | Buy |
|
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|
2022
Q4 | $39.7K | Sell |
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|
2022
Q3 | $101K | Buy |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $33K | Buy |
|