Spire Wealth Management’s Iteris, Inc. ITI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-880
| Closed | -$6.28K | – | 2538 |
|
|
2024
Q3 | $6.28K | Sell |
880
-3,310
| -79% | -$19.8K | ﹤0.01% | 1767 |
|
|
2024
Q2 | $18.1K | Buy |
4,190
+750
| +22% | +$3.39K | ﹤0.01% | 1473 |
|
|
2024
Q1 | $17K | Hold |
3,440
| – | – | ﹤0.01% | 1564 |
|
|
2023
Q4 | $16.3K | Hold |
3,440
| – | – | ﹤0.01% | 1599 |
|
|
2023
Q3 | $14.2K | Hold |
3,440
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q2 | $13.6K | Sell |
3,440
-1,060
| -24% | -$4.73K | ﹤0.01% | 1718 |
|
|
2023
Q1 | $21.1K | Buy |
4,500
+670
| +17% | +$2.81K | ﹤0.01% | 1593 |
|
|
2022
Q4 | $12K | Hold |
3,830
| – | – | ﹤0.01% | 1557 |
|
|
2022
Q3 | $11K | Sell |
3,830
-2,000
| -34% | -$5.98K | ﹤0.01% | 1552 |
|
|
2022
Q2 | $17K | Sell |
5,830
-770
| -12% | -$2.14K | ﹤0.01% | 1744 |
|
|
2022
Q1 | $20K | Hold |
6,600
| – | – | ﹤0.01% | 1823 |
|
|
2021
Q4 | $26K | Hold |
6,600
| – | – | ﹤0.01% | 2028 |
|
|
2021
Q3 | $35K | Hold |
6,600
| – | – | ﹤0.01% | 1630 |
|
|
2021
Q2 | $44K | Sell |
6,600
-100
| -1% | -$674 | ﹤0.01% | 1532 |
|
|
2021
Q1 | $41K | Buy |
+6,700
| New | +$42.8K | ﹤0.01% | 1836 |
|
Other funds holding ITI
Spire Wealth Management's ITI Position: Q4 2024 in Review
Spire Wealth Management sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 880 shares — an estimated $6.28K sold.
Spire Wealth Management first reported a position in ITI in Q1 2021 and held it in 15 quarters. The position peaked at $44K in Q2 2021. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.
- Spire Wealth Management reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
- Spire Wealth Management sold 880 Iteris, Inc. shares in Q4 2024, an estimated $6.28K.
- Spire Wealth Management first reported a position in Iteris, Inc. in Q1 2021 and held it in 15 quarters.
- Spire Wealth Management's Iteris, Inc. position peaked at $44K in Q2 2021.
- 1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.
Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.