FWM
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ForthRight Wealth Management’s Spire SR Stock Holding History

ForthRight Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-300
Closed -$19K – 160
2020
Q4 		$19K Buy
+300
New +$18.3K 0.01% 97

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ForthRight Wealth Management's SR Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Spire (SR) in Q1 2021, closing a stake of 300 shares — an estimated $19K sold.

ForthRight Wealth Management first reported a position in SR in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 300 Spire shares in Q1 2021, an estimated $19K.
  • ForthRight Wealth Management first reported a position in Spire in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Spire position peaked at $19K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.