Foster & Motley’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-5,101
| Closed | -$241K | – | 173 |
|
|
2014
Q1 | $241K | Sell |
5,101
-630
| -11% | -$29.8K | 0.06% | 151 |
|
|
2013
Q4 | $261K | Buy |
5,731
+161
| +3% | +$7.33K | 0.07% | 143 |
|
|
2013
Q3 | $251K | Buy |
5,570
+140
| +3% | +$6.31K | 0.07% | 137 |
|
|
2013
Q2 | $248K | Buy |
+5,430
| New | +$248K | 0.07% | 131 |
|