Harbor Investment Advisory’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,043
| Closed | -$66.2K | – | 1325 |
|
|
2023
Q2 | $66.2K | Hold |
1,043
| – | – | 0.01% | 625 |
|
|
2023
Q1 | $73.2K | Buy |
1,043
+90
| +9% | +$6.31K | 0.01% | 589 |
|
|
2022
Q4 | $65.6K | Hold |
953
| – | – | 0.01% | 611 |
|
|
2022
Q3 | $59K | Hold |
953
| – | – | 0.01% | 635 |
|
|
2022
Q2 | $71K | Hold |
953
| – | – | 0.01% | 591 |
|
|
2022
Q1 | $68K | Hold |
953
| – | – | 0.01% | 655 |
|
|
2021
Q4 | $62K | Hold |
953
| – | – | 0.01% | 678 |
|
|
2021
Q3 | $58K | Hold |
953
| – | – | 0.01% | 700 |
|
|
2021
Q2 | $69K | Sell |
953
-169
| -15% | -$12.2K | 0.01% | 613 |
|
|
2021
Q1 | $83K | Hold |
1,122
| – | – | 0.01% | 529 |
|
|
2020
Q4 | $72K | Buy |
1,122
+324
| +41% | +$20.8K | 0.01% | 531 |
|
|
2020
Q3 | $42K | Buy |
798
+409
| +105% | +$21.5K | 0.01% | 545 |
|
|
2020
Q2 | $26K | Hold |
389
| – | – | 0.01% | 575 |
|
|
2020
Q1 | $29K | Buy |
+389
| New | +$29K | 0.01% | 499 |
|