GWS
Glassman Wealth Services’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2059 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$281 | – | 2011 |
|
|
2023
Q1 | $281 | Hold |
4
| – | – | ﹤0.01% | 1725 |
|
|
2022
Q4 | $275 | Buy |
+4
| New | +$275 | ﹤0.01% | 1727 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 1964 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1974 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1486 |
|
|
2020
Q2 | $1K | Sell |
14
-24
| -63% | -$1.71K | ﹤0.01% | 1107 |
|
|
2020
Q1 | $3K | Buy |
38
+28
| +280% | +$2.21K | ﹤0.01% | 639 |
|
|
2019
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 1032 |
|
|
2019
Q3 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 914 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 927 |
|
|
2019
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 888 |
|