Mount Yale Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $235K | Buy |
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