Harvest Group Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21
| Closed | -$1K | – | 622 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 549 |
|
|
2020
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 510 |
|
|
2020
Q2 | – | Sell |
-67
| Closed | -$4K | – | 828 |
|
|
2020
Q1 | $4K | Buy |
67
+2
| +3% | +$119 | ﹤0.01% | 275 |
|
|
2019
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 387 |
|
|
2019
Q3 | $6K | Buy |
+65
| New | +$6K | 0.01% | 379 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1001 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 935 |
|