Spire Wealth Management’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+2,601
| New | +$378K | 0.01% | 575 |
|
|
2024
Q4 | – | Sell |
-7,669
| Closed | -$654K | – | 2493 |
|
|
2024
Q3 | $654K | Buy |
+7,669
| New | +$654K | 0.02% | 462 |
|
|
2023
Q1 | – | Sell |
-508
| Closed | -$16K | – | 2542 |
|
|
2022
Q4 | $16K | Buy |
508
+8
| +2% | +$252 | ﹤0.01% | 1458 |
|
|
2022
Q3 | $21K | Buy |
+500
| New | +$21K | ﹤0.01% | 1308 |
|
|
2022
Q1 | – | Sell |
-54
| Closed | -$2K | – | 2725 |
|
|
2021
Q4 | $2K | Sell |
54
-105
| -66% | -$3.89K | ﹤0.01% | 2780 |
|
|
2021
Q3 | $6K | Buy |
+159
| New | +$6K | ﹤0.01% | 2239 |
|
|
2021
Q2 | – | Sell |
-37
| Closed | -$1K | – | 2804 |
|
|
2021
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 2941 |
|