Kalos Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,299
| Closed | -$385K | – | 290 |
|
|
2021
Q4 | $385K | Buy |
6,299
+520
| +9% | +$31.8K | 0.1% | 186 |
|
|
2021
Q3 | $354K | Buy |
+5,779
| New | +$354K | 0.1% | 190 |
|
|
2021
Q2 | – | Sell |
-5,865
| Closed | -$449K | – | 303 |
|
|
2021
Q1 | $449K | Buy |
+5,865
| New | +$449K | 0.14% | 168 |
|