Guardian Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-524
| Closed | -$32.7K | – | 259 |
|
|
2023
Q4 | $32.7K | Hold |
524
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $29.7K | Sell |
524
-490
| -48% | -$27.7K | 0.03% | 121 |
|
|
2023
Q2 | $64.3K | Hold |
1,014
| – | – | 0.06% | 98 |
|
|
2023
Q1 | $71.1K | Hold |
1,014
| – | – | 0.07% | 97 |
|
|
2022
Q4 | $69.8K | Hold |
1,014
| – | – | 0.07% | 103 |
|
|
2022
Q3 | $63K | Hold |
1,014
| – | – | 0.07% | 97 |
|
|
2022
Q2 | $75K | Buy |
1,014
+20
| +2% | +$1.48K | 0.08% | 92 |
|
|
2022
Q1 | $71K | Hold |
994
| – | – | 0.07% | 105 |
|
|
2021
Q4 | $65K | Buy |
+994
| New | +$65K | 0.06% | 108 |
|