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Paradigm Financial Advisors’s Spire SR Stock Holding History

Paradigm Financial Advisors’s Portfolio SR Stock Details SR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,307
Closed -$213K – 111
2016
Q4 		$213K Sell
3,307
-3,288
-50% -$212K 0.12% 96
2016
Q3 		$420K Buy
+6,595
New +$420K 0.25% 60