Spire Wealth Management’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-42
| Closed | -$1.34K | – | 2418 |
|
|
2023
Q3 | $1.34K | Hold |
42
| – | – | ﹤0.01% | 2205 |
|
|
2023
Q2 | $1.84K | Hold |
42
| – | – | ﹤0.01% | 2213 |
|
|
2023
Q1 | $1.86K | Hold |
42
| – | – | ﹤0.01% | 2276 |
|
|
2022
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 2063 |
|
|
2022
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 1961 |
|
|
2022
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 2399 |
|
|
2021
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 2700 |
|
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 2400 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 2417 |
|
|
2021
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 2856 |
|