Mutual 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 | $791K | Sell |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $941K | Buy |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $227K | Buy |
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