Schubert & Co’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$1.12K | – | 1307 |
|
|
2023
Q1 | $1.12K | Buy |
16
+3
| +23% | +$211 | ﹤0.01% | 1150 |
|
|
2022
Q4 | $895 | Sell |
13
-2
| -13% | -$138 | ﹤0.01% | 1214 |
|
|
2022
Q3 | $1K | Sell |
15
-3
| -17% | -$200 | ﹤0.01% | 1251 |
|
|
2022
Q2 | $1K | Buy |
18
+9
| +100% | +$500 | ﹤0.01% | 1297 |
|
|
2022
Q1 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 918 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1272 |
|