LA
Lynch & Associates’s Spire SR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-5,670
| Closed | -$366K | – | 101 |
|
2016
Q4 | $366K | Sell |
5,670
-75
| -1% | -$4.84K | 0.15% | 81 |
|
2016
Q3 | $366K | Sell |
5,745
-14
| -0.2% | -$892 | 0.16% | 83 |
|
2016
Q2 | $408K | Sell |
5,759
-100
| -2% | -$7.09K | 0.18% | 80 |
|
2016
Q1 | $397K | Sell |
5,859
-100
| -2% | -$6.78K | 0.19% | 79 |
|
2015
Q4 | $354K | Buy |
5,959
+100
| +2% | +$5.94K | 0.18% | 82 |
|
2015
Q3 | $319K | Buy |
5,859
+225
| +4% | +$12.3K | 0.18% | 83 |
|
2015
Q2 | $293K | Buy |
5,634
+524
| +10% | +$27.3K | 0.15% | 87 |
|
2015
Q1 | $262K | Buy |
5,110
+1,295
| +34% | +$66.4K | 0.14% | 90 |
|
2014
Q4 | $203K | Sell |
3,815
-1,155
| -23% | -$61.5K | 0.11% | 92 |
|
2014
Q3 | $231K | Buy |
+4,970
| New | +$231K | 0.13% | 87 |
|