HFR Wealth Management’s Spire SR Stock Holding History

HFR Wealth Management’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Hold
2025 Q1	$238K	Hold
2024 Q4	$207K	Hold
2024 Q3	$205K	Buy
2023 Q2	–	Sell
2023 Q1	$214K	Hold
2022 Q4	$210K	Buy
2022 Q3	–	Sell
2022 Q2	$227K	Sell
2022 Q1	$221K	Sell
2021 Q4	$208K	Buy