SWM
DV icon

Spire Wealth Management’s DoubleVerify DV Stock Holding History

Spire Wealth Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-98
Closed -$1.91K – 2195
2024
Q2 		$1.91K Sell
98
-192
-66% -$3.74K ﹤0.01% 2016
2024
Q1 		$10.2K Buy
290
+200
+222% +$7.03K ﹤0.01% 1708
2023
Q4 		$3.58K Buy
+90
New +$3.58K ﹤0.01% 2034