Piedmont Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,666
| Closed | -$348K | – | 600 |
|
|
2020
Q1 | $348K | Buy |
4,666
+13
| +0.3% | +$970 | 0.01% | 545 |
|
|
2019
Q4 | $388K | Sell |
4,653
-712
| -13% | -$59.4K | 0.01% | 633 |
|
|
2019
Q3 | $468K | Sell |
5,365
-1,081
| -17% | -$94.3K | 0.02% | 547 |
|
|
2019
Q2 | $541K | Buy |
6,446
+3,594
| +126% | +$302K | 0.02% | 517 |
|
|
2019
Q1 | $235K | Sell |
2,852
-9,182
| -76% | -$757K | 0.01% | 978 |
|
|
2018
Q4 | $891K | Buy |
12,034
+381
| +3% | +$28.2K | 0.04% | 287 |
|
|
2018
Q3 | $857K | Sell |
11,653
-63
| -0.5% | -$4.63K | 0.04% | 334 |
|
|
2018
Q2 | $828K | Buy |
11,716
+1,383
| +13% | +$97.7K | 0.04% | 330 |
|
|
2018
Q1 | $747K | Buy |
10,333
+412
| +4% | +$29.8K | 0.02% | 340 |
|
|
2017
Q4 | $746K | Sell |
9,921
-592
| -6% | -$44.5K | 0.02% | 334 |
|
|
2017
Q3 | $785K | Buy |
10,513
+80
| +0.8% | +$5.97K | 0.02% | 331 |
|
|
2017
Q2 | $728K | Buy |
+10,433
| New | +$728K | 0.02% | 344 |
|
|
2014
Q1 | – | Sell |
-19
| Closed | -$865 | – | 343 |
|
|
2013
Q4 | $865 | Hold |
19
| – | – | ﹤0.01% | 326 |
|
|
2013
Q3 | $855 | Buy |
+19
| New | +$855 | ﹤0.01% | 278 |
|