Spire Wealth Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25
| Closed | -$717 | – | 2383 |
|
|
2023
Q3 | $717 | Hold |
25
| – | – | ﹤0.01% | 2309 |
|
|
2023
Q2 | $821 | Hold |
25
| – | – | ﹤0.01% | 2330 |
|
|
2023
Q1 | $769 | Hold |
25
| – | – | ﹤0.01% | 2417 |
|
|
2022
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2155 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2052 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2481 |
|