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IEQ Capital’s Spire SR Stock Holding History

IEQ Capital’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$662K Buy
9,064
+2,710
+43% +$198K ﹤0.01% 1022
2025
Q1 		$497K Buy
6,354
+555
+10% +$43.4K ﹤0.01% 981
2024
Q4 		$393K Buy
+5,799
New +$393K ﹤0.01% 923