Spire Wealth Management’s Empire State Realty Series ES ESBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,610
| Closed | -$54K | – | 2291 |
|
|
2022
Q2 | $54K | Buy |
7,610
+1
| +0% | +$7 | ﹤0.01% | 1259 |
|
|
2022
Q1 | $74K | Hold |
7,609
| – | – | ﹤0.01% | 1289 |
|
|
2021
Q4 | $67K | Hold |
7,609
| – | – | ﹤0.01% | 1589 |
|
|
2021
Q3 | $76K | Hold |
7,609
| – | – | ﹤0.01% | 1303 |
|
|
2021
Q2 | $92K | Sell |
7,609
-1
| -0% | -$12 | ﹤0.01% | 1206 |
|
|
2021
Q1 | $84K | Buy |
+7,610
| New | +$84K | ﹤0.01% | 1467 |
|