Magnus Financial Group’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,249
| Closed | -$208K | – | 340 |
|
|
2020
Q4 | $208K | Buy |
+3,249
| New | +$208K | 0.02% | 303 |
|
|
2020
Q3 | – | Sell |
-3,658
| Closed | -$240K | – | 588 |
|
|
2020
Q2 | $240K | Sell |
3,658
-1,003
| -22% | -$65.8K | 0.03% | 478 |
|
|
2020
Q1 | $347K | Hold |
4,661
| – | – | 0.05% | 225 |
|
|
2019
Q4 | $388K | Hold |
4,661
| – | – | 0.06% | 206 |
|
|
2019
Q3 | $407K | Hold |
4,661
| – | – | 0.08% | 158 |
|
|
2019
Q2 | $391K | Hold |
4,661
| – | – | 0.08% | 163 |
|
|
2019
Q1 | $384K | Buy |
4,661
+189
| +4% | +$15.6K | 0.08% | 153 |
|
|
2018
Q4 | $331K | Buy |
+4,472
| New | +$331K | 0.09% | 157 |
|