International Assets Investment Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-515
| Closed | -$31.3K | – | 2563 |
|
2024
Q2 | $31.3K | Buy |
+515
| New | +$31.3K | ﹤0.01% | 1337 |
|
2023
Q2 | – | Sell |
-779
| Closed | -$46.4K | – | 938 |
|
2023
Q1 | $46.4K | Buy |
+779
| New | +$46.4K | 0.01% | 685 |
|
2021
Q2 | – | Sell |
-1,018
| Closed | -$68K | – | 1704 |
|
2021
Q1 | $68K | Buy |
1,018
+550
| +118% | +$36.7K | 0.01% | 854 |
|
2020
Q4 | $30K | Buy |
+468
| New | +$30K | 0.01% | 1021 |
|