Mark Sheptoff Financial Planning’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 |
-2,500
| Closed | -$160K | – | 393 |
|
|
2020
Q4 | $160K | Hold |
2,500
| – | – | 0.09% | 111 |
|
|
2020
Q3 | $133K | Hold |
2,500
| – | – | 0.08% | 111 |
|
|
2020
Q2 | $164K | Hold |
2,500
| – | – | 0.11% | 98 |
|
|
2020
Q1 | $186K | Hold |
2,500
| – | – | 0.14% | 80 |
|
|
2019
Q4 | $208K | Hold |
2,500
| – | – | 0.13% | 89 |
|
|
2019
Q3 | $218K | Hold |
2,500
| – | – | 0.15% | 88 |
|
|
2019
Q2 | $210K | Hold |
2,500
| – | – | 0.14% | 95 |
|
|
2019
Q1 | $206K | Hold |
2,500
| – | – | 0.15% | 95 |
|
|
2018
Q4 | $185K | Hold |
2,500
| – | – | 0.15% | 84 |
|
|
2018
Q3 | $184K | Hold |
2,500
| – | – | 0.13% | 107 |
|
|
2018
Q2 | $177K | Hold |
2,500
| – | – | 0.13% | 102 |
|
|
2018
Q1 | $181K | Hold |
2,500
| – | – | 0.13% | 106 |
|
|
2017
Q4 | $188K | Hold |
2,500
| – | – | 0.12% | 106 |
|
|
2017
Q3 | $187K | Hold |
2,500
| – | – | 0.13% | 114 |
|
|
2017
Q2 | $174K | Sell |
2,500
-1
| -0% | -$70 | 0.12% | 113 |
|
|
2017
Q1 | $169K | Buy |
2,501
+1
| +0% | +$68 | 0.12% | 114 |
|
|
2016
Q4 | $161K | Hold |
2,500
| – | – | 0.12% | 112 |
|
|
2016
Q3 | $159K | Hold |
2,500
| – | – | 0.12% | 109 |
|
|
2016
Q2 | $177K | Buy |
+2,500
| New | +$177K | 0.13% | 96 |
|
|
2016
Q1 | – | Sell |
-2,500
| Closed | -$149K | – | 398 |
|
|
2015
Q4 | $149K | Hold |
2,500
| – | – | 0.12% | 109 |
|
|
2015
Q3 | $136K | Hold |
2,500
| – | – | 0.12% | 112 |
|
|
2015
Q2 | $130K | Hold |
2,500
| – | – | 0.11% | 126 |
|
|
2015
Q1 | $128K | Hold |
2,500
| – | – | 0.11% | 128 |
|
|
2014
Q4 | $133K | Hold |
2,500
| – | – | 0.12% | 112 |
|
|
2014
Q3 | $116K | Hold |
2,500
| – | – | 0.1% | 132 |
|
|
2014
Q2 | $121K | Hold |
2,500
| – | – | 0.1% | 132 |
|
|
2014
Q1 | $118K | Buy |
+2,500
| New | +$118K | 0.1% | 138 |
|