IHT Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-400
| Closed | -$29K | – | 1225 |
|
|
2018
Q1 | $29K | Hold |
400
| – | – | 0.01% | 853 |
|
|
2017
Q4 | $29K | Sell |
400
-100
| -20% | -$7.25K | 0.01% | 873 |
|
|
2017
Q3 | $38K | Hold |
500
| – | – | 0.02% | 602 |
|
|
2017
Q2 | $1 | Hold |
500
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q1 | $34K | Hold |
500
| – | – | 0.02% | 523 |
|
|
2016
Q4 | $32K | Buy |
+500
| New | +$32K | 0.02% | 500 |
|