Spire Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.5K | Buy |
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|
2025
Q2 | $29.5K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $438K | Sell |
|
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $4.16M | Sell |
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|
2024
Q1 | $5.24M | Sell |
|
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|
2023
Q4 | $5.45M | Buy |
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|
2023
Q3 | $4.35M | Buy |
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|
2023
Q2 | $2.93M | Buy |
|
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $402K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $256K | Buy |
|