Mosaic Family Wealth Partners’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
3,987
+18
| +0.5% | +$1.31K | 0.04% | 178 |
|
|
2025
Q1 | $311K | Buy |
3,969
+21
| +0.5% | +$1.64K | 0.04% | 166 |
|
|
2024
Q4 | $268K | Buy |
3,948
+21
| +0.5% | +$1.42K | 0.04% | 175 |
|
|
2024
Q3 | $264K | Sell |
3,927
-278
| -7% | -$18.7K | 0.04% | 174 |
|
|
2024
Q2 | $255K | Sell |
4,205
-167
| -4% | -$10.1K | 0.04% | 169 |
|
|
2024
Q1 | $268K | Buy |
4,372
+22
| +0.5% | +$1.35K | 0.04% | 176 |
|
|
2023
Q4 | $271K | Sell |
4,350
-485
| -10% | -$30.2K | 0.05% | 158 |
|
|
2023
Q3 | $274K | Buy |
4,835
+24
| +0.5% | +$1.36K | 0.05% | 147 |
|
|
2023
Q2 | $305K | Sell |
4,811
-32
| -0.7% | -$2.03K | 0.06% | 141 |
|
|
2023
Q1 | $340K | Buy |
4,843
+22
| +0.5% | +$1.54K | 0.07% | 128 |
|
|
2022
Q4 | $332K | Buy |
+4,821
| New | +$332K | 0.09% | 130 |
|