Gradient Investments’s Spire SR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-45	Closed	-$2.73K	–	1154
2024 Q2	$2.73K	Buy	+45	New	+$2.73K	﹤0.01%	938
2024 Q1	–	Sell	-440	Closed	-$27.4K	–	1762
2023 Q4	$27.4K	Hold	440	–	–	﹤0.01%	654
2023 Q3	$24.9K	Hold	440	–	–	﹤0.01%	637
2023 Q2	$27.9K	Hold	440	–	–	﹤0.01%	622
2023 Q1	$30.9K	Hold	440	–	–	﹤0.01%	587
2022 Q4	$30.3K	Hold	440	–	–	﹤0.01%	598
2022 Q3	$27K	Hold	440	–	–	﹤0.01%	610
2022 Q2	$33K	Hold	440	–	–	﹤0.01%	549
2022 Q1	$32K	Hold	440	–	–	﹤0.01%	557
2021 Q4	$29K	Hold	440	–	–	﹤0.01%	590
2021 Q3	$27K	Hold	440	–	–	﹤0.01%	594
2021 Q2	$32K	Hold	440	–	–	﹤0.01%	555
2021 Q1	$33K	Hold	440	–	–	﹤0.01%	535
2020 Q4	$23K	Hold	440	–	–	﹤0.01%	544
2020 Q3	$23K	Hold	440	–	–	﹤0.01%	547
2020 Q2	$29K	Hold	440	–	–	﹤0.01%	462
2020 Q1	$33K	Hold	440	–	–	﹤0.01%	421
2019 Q4	$37K	Hold	440	–	–	﹤0.01%	459
2019 Q3	$38K	Hold	440	–	–	﹤0.01%	424
2019 Q2	$37K	Hold	440	–	–	﹤0.01%	417
2019 Q1	$36K	Hold	440	–	–	﹤0.01%	373
2018 Q4	$33K	Hold	440	–	–	﹤0.01%	394
2018 Q3	$32K	Hold	440	–	–	﹤0.01%	420
2018 Q2	$31K	Hold	440	–	–	﹤0.01%	412
2018 Q1	$32K	Hold	440	–	–	﹤0.01%	407
2017 Q4	$33K	Buy	+440	New	+$33K	﹤0.01%	408
2017 Q3	–	Sell	-440	Closed	-$31K	–	641
2017 Q2	$31K	Hold	440	–	–	﹤0.01%	358
2017 Q1	$30K	Hold	440	–	–	﹤0.01%	361
2016 Q4	$28K	Hold	440	–	–	﹤0.01%	325
2016 Q3	$28K	Buy	+440	New	+$28K	﹤0.01%	320