Spire Wealth Management’s Element Solutions ESI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,113
| Closed | -$25.6K | – | 2329 |
|
2023
Q4 | $25.6K | Hold |
1,113
| – | – | ﹤0.01% | 1447 |
|
2023
Q3 | $21.8K | Hold |
1,113
| – | – | ﹤0.01% | 1470 |
|
2023
Q2 | $21.4K | Buy |
1,113
+513
| +86% | +$9.85K | ﹤0.01% | 1570 |
|
2023
Q1 | $11.6K | Buy |
+600
| New | +$11.6K | ﹤0.01% | 1792 |
|
2022
Q3 | – | Sell |
-13,147
| Closed | -$234K | – | 2293 |
|
2022
Q2 | $234K | Buy |
+13,147
| New | +$234K | 0.01% | 707 |
|