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SWM
Spire Wealth Management’s
Capital Bancorp
CBNK
Stock Holding History
Spire Wealth Management’s Portfolio
CBNK Stock Details
CBNK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-500
Closed
-$11.4K
–
2316
2023
Q4
$11.4K
Hold
500
–
–
﹤0.01%
1718
2023
Q3
$9.56K
Hold
500
–
–
﹤0.01%
1749
2023
Q2
$9.05K
Hold
500
–
–
﹤0.01%
1845
2023
Q1
$8.32K
Buy
+500
New
+$10.2K
﹤0.01%
1911
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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