Mount Yale Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
4,201
+1,447
| +53% | +$106K | 0.02% | 444 |
|
|
2025
Q1 | $216K | Buy |
+2,754
| New | +$216K | 0.02% | 508 |
|
|
2024
Q3 | – | Sell |
-3,410
| Closed | -$207K | – | 587 |
|
|
2024
Q2 | $207K | Sell |
3,410
-14
| -0.4% | -$850 | 0.02% | 511 |
|
|
2024
Q1 | $210K | Buy |
3,424
+57
| +2% | +$3.5K | 0.02% | 510 |
|
|
2023
Q4 | $210K | Buy |
+3,367
| New | +$210K | 0.02% | 468 |
|
|
2023
Q3 | – | Sell |
-3,555
| Closed | -$226K | – | 510 |
|
|
2023
Q2 | $226K | Sell |
3,555
-1,068
| -23% | -$67.8K | 0.02% | 444 |
|
|
2023
Q1 | $324K | Buy |
4,623
+437
| +10% | +$30.7K | 0.04% | 365 |
|
|
2022
Q4 | $288K | Buy |
4,186
+60
| +1% | +$4.13K | 0.03% | 357 |
|
|
2022
Q3 | $257K | Sell |
4,126
-30
| -0.7% | -$1.87K | 0.03% | 367 |
|
|
2022
Q2 | $309K | Buy |
4,156
+363
| +10% | +$27K | 0.04% | 347 |
|
|
2022
Q1 | $272K | Buy |
3,793
+146
| +4% | +$10.5K | 0.03% | 393 |
|
|
2021
Q4 | $238K | Sell |
3,647
-278
| -7% | -$18.1K | 0.02% | 413 |
|
|
2021
Q3 | $240K | Buy |
3,925
+774
| +25% | +$47.3K | 0.03% | 407 |
|
|
2021
Q2 | $228K | Sell |
3,151
-33
| -1% | -$2.39K | 0.03% | 383 |
|
|
2021
Q1 | $235K | Buy |
+3,184
| New | +$235K | 0.03% | 371 |
|