Prospera Financial Services’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-251
| Closed | -$19K | – | 1487 |
|
|
2022
Q2 | $19K | Hold |
251
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q1 | $18K | Buy |
+251
| New | +$18K | ﹤0.01% | 1780 |
|
|
2020
Q4 | – | Sell |
-28
| Closed | -$2K | – | 1452 |
|
|
2020
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1490 |
|
|
2017
Q2 | – | Sell |
-20,349
| Closed | -$1.38M | – | 453 |
|
|
2017
Q1 | $1.38M | Buy |
20,349
+5,973
| +42% | +$404K | 0.25% | 85 |
|
|
2016
Q4 | $929K | Buy |
+14,376
| New | +$929K | 0.18% | 107 |
|