Pathstone Family Office’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,905
| Closed | -$200K | – | 1460 |
|
|
2022
Q4 | $200K | Buy |
+2,905
| New | +$200K | ﹤0.01% | 1386 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | -$1K | – | 1244 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q3 | $0 | Sell |
9
-9
| -50% | – | ﹤0.01% | 993 |
|
|
2020
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 647 |
|