Spire Wealth Management’s Climb Global Solutions CLMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.7K Sell
44
-3
-6% -$321 ﹤0.01% 1969
2025
Q1
$5.21K Sell
47
-59
-56% -$6.54K ﹤0.01% 2046
2024
Q4
$13.4K Hold
106
﹤0.01% 1757
2024
Q3
$10.6K Sell
106
-395
-79% -$39.3K ﹤0.01% 1613
2024
Q2
$31.5K Buy
+501
New +$31.5K ﹤0.01% 1271
2024
Q1
Sell
-540
Closed -$28.5K 2318
2023
Q4
$28.5K Hold
540
﹤0.01% 1408
2023
Q3
$23.2K Buy
+540
New +$23.2K ﹤0.01% 1443