Spire Wealth Management’s Dorian LPG LPG Stock Holding History

Spire Wealth Management’s Portfolio LPG Stock Details LPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-45	Closed	-$1.73K	–	2319
2024 Q1	$1.73K	Buy	45 +10	+29%	+$385	﹤0.01%	2126
2023 Q4	$1.47K	Buy	35 +16	+84%	+$595	﹤0.01%	2203
2023 Q3	$546	Sell	19 -28,525	-100%	-$767K	﹤0.01%	2341
2023 Q2	$732K	Buy	+28,544	New	+$648K	0.03%	407
2023 Q1	–	Sell	-560	Closed	-$11K	–	2540
2022 Q4	$11K	Hold	560	–	–	﹤0.01%	1580
2022 Q3	$8K	Sell	560 -430	-43%	-$6.47K	﹤0.01%	1627
2022 Q2	$15K	Sell	990 -1,470	-60%	-$23.3K	﹤0.01%	1776
2022 Q1	$36K	Hold	2,460	–	–	﹤0.01%	1575
2021 Q4	$31K	Hold	2,460	–	–	﹤0.01%	1933
2021 Q3	$31K	Buy	2,460 +160	+7%	+$2K	﹤0.01%	1675
2021 Q2	$32K	Hold	2,300	–	–	﹤0.01%	1667
2021 Q1	$30K	Buy	+2,300	New	+$30.5K	﹤0.01%	1969

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Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return