Patriot Financial Group Insurance Agency’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-12
| Closed | -$1K | – | 986 |
|
2017
Q4 | $1K | Sell |
12
-29
| -71% | -$2.42K | ﹤0.01% | 918 |
|
2017
Q3 | $3K | Sell |
41
-38
| -48% | -$2.78K | ﹤0.01% | 800 |
|
2017
Q2 | $5K | Sell |
79
-3,198
| -98% | -$202K | 0.01% | 687 |
|
2017
Q1 | $223K | Buy |
3,277
+255
| +8% | +$17.4K | 0.24% | 78 |
|
2016
Q4 | $195K | Buy |
+3,022
| New | +$195K | 0.27% | 80 |
|