Pathstone Holdings’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
6,038
-8
| -0.1% | -$585 | ﹤0.01% | 1773 |
|
|
2025
Q1 | $474K | Buy |
6,046
+1,329
| +28% | +$104K | ﹤0.01% | 1734 |
|
|
2024
Q4 | $321K | Buy |
4,717
+32
| +0.7% | +$2.18K | ﹤0.01% | 1930 |
|
|
2024
Q3 | $316K | Buy |
4,685
+452
| +11% | +$30.5K | ﹤0.01% | 1940 |
|
|
2024
Q2 | $257K | Buy |
4,233
+73
| +2% | +$4.44K | ﹤0.01% | 2016 |
|
|
2024
Q1 | $256K | Sell |
4,160
-433
| -9% | -$26.6K | ﹤0.01% | 2020 |
|
|
2023
Q4 | $287K | Buy |
+4,593
| New | +$287K | ﹤0.01% | 1859 |
|