JFS Wealth Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26K | Buy |
31
+2
| +7% | +$146 | ﹤0.01% | 1363 |
|
|
2025
Q1 | $2.27K | Hold |
29
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q4 | $1.97K | Buy |
29
+6
| +26% | +$407 | ﹤0.01% | 1486 |
|
|
2024
Q3 | $1.55K | Buy |
23
+1
| +5% | +$67 | ﹤0.01% | 1585 |
|
|
2024
Q2 | $1.34K | Hold |
22
| – | – | ﹤0.01% | 1584 |
|
|
2024
Q1 | $1.35K | Buy |
22
+14
| +175% | +$860 | ﹤0.01% | 1576 |
|
|
2023
Q4 | $499 | Sell |
8
-9
| -53% | -$561 | ﹤0.01% | 1806 |
|
|
2023
Q3 | $962 | Sell |
17
-12
| -41% | -$679 | ﹤0.01% | 1601 |
|
|
2023
Q2 | $1.84K | Sell |
29
-4
| -12% | -$254 | ﹤0.01% | 1414 |
|
|
2023
Q1 | $2.32K | Buy |
33
+3
| +10% | +$210 | ﹤0.01% | 1301 |
|
|
2022
Q4 | $2.07K | Sell |
30
-8
| -21% | -$551 | ﹤0.01% | 1357 |
|
|
2022
Q3 | $2K | Sell |
38
-7
| -16% | -$368 | ﹤0.01% | 1396 |
|
|
2022
Q2 | $3K | Buy |
45
+18
| +67% | +$1.2K | ﹤0.01% | 1239 |
|
|
2022
Q1 | $2K | Buy |
27
+17
| +170% | +$1.26K | ﹤0.01% | 1496 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1562 |
|