Householder Group Estate & Retirement Specialist’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21
| Closed | -$1K | – | 1130 |
|
|
2024
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q2 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 1157 |
|
|
2024
Q1 | $1.29K | Hold |
20
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q3 | $1.16K | Buy |
+20
| New | +$1.16K | ﹤0.01% | 1127 |
|
|
2023
Q1 | $1K | Buy |
20
+4
| +25% | +$200 | ﹤0.01% | 1181 |
|
|
2022
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 352 |
|