Gemmer Asset Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-142
| Closed | -$9K | – | 1280 |
|
|
2016
Q1 | $9K | Hold |
142
| – | – | 0.01% | 587 |
|
|
2015
Q4 | $8K | Hold |
142
| – | – | ﹤0.01% | 637 |
|
|
2015
Q3 | $8K | Hold |
142
| – | – | 0.01% | 629 |
|
|
2015
Q2 | $7K | Sell |
142
-26
| -15% | -$1.28K | ﹤0.01% | 724 |
|
|
2015
Q1 | $9K | Buy |
168
+13
| +8% | +$696 | 0.01% | 670 |
|
|
2014
Q4 | $8K | Hold |
155
| – | – | 0.01% | 689 |
|
|
2014
Q3 | $7K | Hold |
155
| – | – | 0.01% | 729 |
|
|
2014
Q2 | $8K | Hold |
155
| – | – | 0.01% | 714 |
|
|
2014
Q1 | $7K | Buy |
+155
| New | +$7K | 0.01% | 758 |
|