Rise Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Buy |
228
+2
| +0.9% | +$146 | 0.01% | 648 |
|
|
2025
Q1 | $17.7K | Sell |
226
-113
| -33% | -$8.84K | 0.01% | 576 |
|
|
2024
Q4 | $23K | Buy |
339
+4
| +1% | +$271 | 0.01% | 563 |
|
|
2024
Q3 | $22.6K | Buy |
335
+4
| +1% | +$269 | 0.01% | 612 |
|
|
2024
Q2 | $20.1K | Buy |
331
+4
| +1% | +$243 | 0.01% | 636 |
|
|
2024
Q1 | $20.1K | Buy |
+327
| New | +$20.1K | 0.01% | 647 |
|