Golden State Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8K | Hold |
394
| – | – | ﹤0.01% | 785 |
|
|
2025
Q1 | $30.8K | Hold |
394
| – | – | ﹤0.01% | 698 |
|
|
2024
Q4 | $26.7K | Buy |
+394
| New | +$26.7K | ﹤0.01% | 698 |
|
|
2020
Q2 | – | Sell |
-329
| Closed | -$25K | – | 792 |
|
|
2020
Q1 | $25K | Buy |
+329
| New | +$25K | 0.01% | 469 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$17K | – | 797 |
|
|
2019
Q3 | $17K | Hold |
200
| – | – | 0.01% | 650 |
|
|
2019
Q2 | $16K | Hold |
200
| – | – | 0.01% | 660 |
|
|
2019
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 675 |
|