Retirement Group’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $23.7K | Hold |
386
| – | – | 0.01% | 337 |
|
|
2023
Q4 | $24.1K | Buy |
386
+381
| +7,620% | +$23.8K | 0.01% | 316 |
|
|
2023
Q3 | $283 | Hold |
5
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $317 | Hold |
5
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 750 |
|
|
2022
Q4 | $1K | Sell |
10
-850
| -99% | -$85K | ﹤0.01% | 602 |
|
|
2022
Q3 | $54K | Sell |
860
-860
| -50% | -$54K | 0.04% | 115 |
|
|
2022
Q2 | $128K | Hold |
1,720
| – | – | 0.05% | 131 |
|
|
2022
Q1 | $123K | Buy |
1,720
+860
| +100% | +$61.5K | 0.05% | 149 |
|
|
2021
Q4 | $56K | Hold |
860
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $53K | Hold |
860
| – | – | 0.02% | 220 |
|
|
2021
Q2 | $62K | Hold |
860
| – | – | 0.03% | 216 |
|
|
2021
Q1 | $64K | Hold |
860
| – | – | 0.03% | 244 |
|
|
2020
Q4 | $55K | Hold |
860
| – | – | 0.03% | 252 |
|
|
2020
Q3 | $46K | Hold |
860
| – | – | 0.03% | 256 |
|
|
2020
Q2 | $57K | Buy |
+860
| New | +$57K | 0.04% | 223 |
|
|
2019
Q4 | $72K | Buy |
+860
| New | +$72K | 0.05% | 194 |
|