SWM
B

Spire Wealth Management’s Barrick Mining B Stock Holding History

Spire Wealth Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,785
Closed -$73.6K – 2455
2025
Q1 		$73.6K Buy
3,785
+1,194
+46% +$20.9K ﹤0.01% 1157
2024
Q4 		$40.2K Sell
2,591
-1,602
-38% -$29.1K ﹤0.01% 1361
2024
Q3 		$83.4K Buy
4,193
+5
+0.1% +$95 ﹤0.01% 966
2024
Q2 		$69.9K Buy
4,188
+1,666
+66% +$28.3K ﹤0.01% 1008
2024
Q1 		$42K Sell
2,522
-2,377
-49% -$37.2K ﹤0.01% 1277
2023
Q4 		$76.5K Sell
4,899
-39
-0.8% -$640 ﹤0.01% 1070
2023
Q3 		$71.8K Sell
4,938
-6,106
-55% -$100K ﹤0.01% 1043
2023
Q2 		$187K Sell
11,044
-967
-8% -$17.6K 0.01% 742
2023
Q1 		$223K Buy
12,011
+4,480
+59% +$80.5K 0.01% 692
2022
Q4 		$129K Buy
7,531
+318
+4% +$5.06K 0.01% 658
2022
Q3 		$112K Sell
7,213
-12,186
-63% -$192K 0.01% 672
2022
Q2 		$343K Sell
19,399
-10,181
-34% -$221K 0.01% 586
2022
Q1 		$726K Sell
29,580
-4,216
-12% -$90.8K 0.02% 471
2021
Q4 		$642K Buy
33,796
+7,934
+31% +$151K 0.01% 608
2021
Q3 		$467K Sell
25,862
-93
-0.4% -$1.87K 0.01% 607
2021
Q2 		$537K Sell
25,955
-1,632
-6% -$36.8K 0.01% 589
2021
Q1 		$547K Buy
+27,587
New +$595K 0.01% 644

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