Spire Wealth Management’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-76
| Closed | -$607 | – | 2387 |
|
2023
Q3 | $607 | Hold |
76
| – | – | ﹤0.01% | 2326 |
|
2023
Q2 | $836 | Hold |
76
| – | – | ﹤0.01% | 2328 |
|
2023
Q1 | $785 | Hold |
76
| – | – | ﹤0.01% | 2415 |
|
2022
Q4 | $1K | Hold |
76
| – | – | ﹤0.01% | 2162 |
|
2022
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 2058 |
|
2022
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 2343 |
|