Jackson Grant Investment Advisers’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-680
| Closed | -$42K | – | 297 |
|
|
2021
Q3 | $42K | Buy |
680
+7
| +1% | +$432 | 0.02% | 223 |
|
|
2021
Q2 | $49K | Buy |
673
+6
| +0.9% | +$437 | 0.02% | 208 |
|
|
2021
Q1 | $49K | Buy |
667
+6
| +0.9% | +$441 | 0.02% | 199 |
|
|
2020
Q4 | $42K | Buy |
661
+7
| +1% | +$445 | 0.02% | 200 |
|
|
2020
Q3 | $35K | Buy |
654
+14
| +2% | +$749 | 0.02% | 162 |
|
|
2020
Q2 | $42K | Buy |
640
+5
| +0.8% | +$328 | 0.03% | 152 |
|
|
2020
Q1 | $47K | Buy |
635
+4
| +0.6% | +$296 | 0.03% | 143 |
|
|
2019
Q4 | $53K | Buy |
631
+5
| +0.8% | +$420 | 0.03% | 146 |
|
|
2019
Q3 | $55K | Buy |
626
+4
| +0.6% | +$351 | 0.03% | 145 |
|
|
2019
Q2 | $52K | Buy |
622
+5
| +0.8% | +$418 | 0.03% | 148 |
|
|
2019
Q1 | $51K | Buy |
617
+5
| +0.8% | +$413 | 0.03% | 143 |
|
|
2018
Q4 | $45K | Buy |
612
+4
| +0.7% | +$294 | 0.03% | 147 |
|
|
2018
Q3 | $45K | Buy |
608
+5
| +0.8% | +$370 | 0.03% | 151 |
|
|
2018
Q2 | $43K | Buy |
603
+5
| +0.8% | +$357 | 0.03% | 158 |
|
|
2018
Q1 | $43K | Buy |
598
+4
| +0.7% | +$288 | 0.03% | 154 |
|
|
2017
Q4 | $45K | Buy |
594
+4
| +0.7% | +$303 | 0.03% | 152 |
|
|
2017
Q3 | $44K | Buy |
590
+5
| +0.9% | +$373 | 0.03% | 151 |
|
|
2017
Q2 | $41K | Buy |
585
+4
| +0.7% | +$280 | 0.03% | 139 |
|
|
2017
Q1 | $39K | Buy |
581
+5
| +0.9% | +$336 | 0.03% | 132 |
|
|
2016
Q4 | $37K | Buy |
576
+4
| +0.7% | +$257 | 0.03% | 134 |
|
|
2016
Q3 | $36K | Buy |
572
+4
| +0.7% | +$252 | 0.03% | 128 |
|
|
2016
Q2 | $40K | Buy |
568
+4
| +0.7% | +$282 | 0.04% | 121 |
|
|
2016
Q1 | $38K | Buy |
564
+5
| +0.9% | +$337 | 0.03% | 116 |
|
|
2015
Q4 | $33K | Buy |
+559
| New | +$33K | 0.03% | 124 |
|