Spire Wealth Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-800
| Closed | -$21.5K | – | 2297 |
|
|
2024
Q1 | $21.5K | Hold |
800
| – | – | ﹤0.01% | 1497 |
|
|
2023
Q4 | $19.8K | Hold |
800
| – | – | ﹤0.01% | 1544 |
|
|
2023
Q3 | $18.5K | Hold |
800
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q2 | $19.2K | Hold |
800
| – | – | ﹤0.01% | 1604 |
|
|
2023
Q1 | $18.5K | Buy |
+800
| New | +$18.5K | ﹤0.01% | 1653 |
|
|
2022
Q3 | – | Sell |
-5,750
| Closed | -$120K | – | 2363 |
|
|
2022
Q2 | $120K | Sell |
5,750
-8,550
| -60% | -$178K | ﹤0.01% | 966 |
|
|
2022
Q1 | $337K | Sell |
14,300
-800
| -5% | -$18.9K | 0.01% | 688 |
|
|
2021
Q4 | $378K | Hold |
15,100
| – | – | 0.01% | 808 |
|
|
2021
Q3 | $369K | Hold |
15,100
| – | – | 0.01% | 694 |
|
|
2021
Q2 | $374K | Sell |
15,100
-39
| -0.3% | -$966 | 0.01% | 704 |
|
|
2021
Q1 | $362K | Buy |
+15,139
| New | +$362K | 0.01% | 783 |
|