MBM Wealth Consultants’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $449K | Buy |
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|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $402K | Buy |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $138K | Buy |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $77K | Buy |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $29K | Buy |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $28K | Buy |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $85K | Hold |
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|
2019
Q4 | $95K | Hold |
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|
2019
Q3 | $99K | Hold |
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|
2019
Q2 | $96K | Hold |
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|
2019
Q1 | $94K | Hold |
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|
2018
Q4 | $84K | Buy |
|