LMCG Investments’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,378
| Closed | -$508K | – | 306 |
|
|
2022
Q4 | $508K | Buy |
7,378
+13
| +0.2% | +$895 | 0.04% | 255 |
|
|
2022
Q3 | $459K | Sell |
7,365
-15
| -0.2% | -$935 | 0.03% | 276 |
|
|
2022
Q2 | $549K | Hold |
7,380
| – | – | 0.04% | 262 |
|
|
2022
Q1 | $530K | Buy |
+7,380
| New | +$530K | 0.03% | 278 |
|