OneDigital Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-504
| Closed | -$42K | – | 1030 |
|
|
2019
Q2 | $42K | Buy |
504
+1
| +0.2% | +$83 | ﹤0.01% | 602 |
|
|
2019
Q1 | $41K | Buy |
503
+1
| +0.2% | +$82 | 0.01% | 534 |
|
|
2018
Q4 | $37K | Buy |
+502
| New | +$37K | 0.01% | 518 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$35K | – | 1216 |
|
|
2018
Q2 | $35K | Buy |
500
+1
| +0.2% | +$70 | 0.01% | 609 |
|
|
2018
Q1 | $36K | Buy |
499
+1
| +0.2% | +$72 | 0.01% | 612 |
|
|
2017
Q4 | $37K | Buy |
498
+1
| +0.2% | +$74 | ﹤0.01% | 594 |
|
|
2017
Q3 | $37K | Buy |
497
+1
| +0.2% | +$74 | 0.01% | 461 |
|
|
2017
Q2 | $35K | Buy |
+496
| New | +$35K | 0.01% | 567 |
|