PFG Private Wealth Management’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 |
-35
| Closed | -$2K | – | 377 |
|
|
2022
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 272 |
|
|
2022
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 288 |
|
|
2021
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 277 |
|