Krilogy Financial’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,155
| Closed | -$85K | – | 603 |
|
|
2018
Q3 | $85K | Buy |
+1,155
| New | +$85K | 0.02% | 243 |
|
|
2018
Q2 | – | Sell |
-1,408
| Closed | -$102K | – | 582 |
|
|
2018
Q1 | $102K | Hold |
1,408
| – | – | 0.02% | 233 |
|
|
2017
Q4 | $106K | Hold |
1,408
| – | – | 0.03% | 221 |
|
|
2017
Q3 | $105K | Buy |
1,408
+396
| +39% | +$29.5K | 0.03% | 234 |
|
|
2017
Q2 | $71K | Sell |
1,012
-76
| -7% | -$5.33K | 0.02% | 268 |
|
|
2017
Q1 | $70K | Hold |
1,088
| – | – | 0.02% | 248 |
|
|
2016
Q4 | $70K | Hold |
1,088
| – | – | 0.02% | 248 |
|
|
2016
Q3 | $69K | Hold |
1,088
| – | – | 0.02% | 257 |
|
|
2016
Q2 | $77K | Hold |
1,088
| – | – | 0.03% | 240 |
|
|
2016
Q1 | $74K | Buy |
+1,088
| New | +$74K | 0.03% | 212 |
|
|
2015
Q4 | – | Sell |
-890
| Closed | -$49K | – | 586 |
|
|
2015
Q3 | $49K | Buy |
+890
| New | +$49K | 0.02% | 208 |
|