Spire Wealth Management’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$1.7K | – | 2476 |
|
|
2024
Q3 | $1.7K | Hold |
1,000
| – | – | ﹤0.01% | 2027 |
|
|
2024
Q2 | $2.46K | Buy |
1,000
+250
| +33% | +$615 | ﹤0.01% | 1971 |
|
|
2024
Q1 | $1.98K | Buy |
750
+250
| +50% | +$660 | ﹤0.01% | 2104 |
|
|
2023
Q4 | $1.44K | Hold |
500
| – | – | ﹤0.01% | 2206 |
|
|
2023
Q3 | $1.56K | Hold |
500
| – | – | ﹤0.01% | 2175 |
|
|
2023
Q2 | $1.81K | Buy |
+500
| New | +$1.81K | ﹤0.01% | 2216 |
|