Spire Wealth Management’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,644
| Closed | -$17K | – | 2424 |
|
|
2023
Q2 | $17K | Hold |
1,644
| – | – | ﹤0.01% | 1647 |
|
|
2023
Q1 | $24.6K | Hold |
1,644
| – | – | ﹤0.01% | 1537 |
|
|
2022
Q4 | $16K | Sell |
1,644
-130
| -7% | -$1.27K | ﹤0.01% | 1459 |
|
|
2022
Q3 | $16K | Buy |
1,774
+390
| +28% | +$3.52K | ﹤0.01% | 1411 |
|
|
2022
Q2 | $14K | Hold |
1,384
| – | – | ﹤0.01% | 1799 |
|
|
2022
Q1 | $23K | Hold |
1,384
| – | – | ﹤0.01% | 1755 |
|
|
2021
Q4 | $21K | Hold |
1,384
| – | – | ﹤0.01% | 2100 |
|
|
2021
Q3 | $26K | Hold |
1,384
| – | – | ﹤0.01% | 1742 |
|
|
2021
Q2 | $58K | Hold |
1,384
| – | – | ﹤0.01% | 1419 |
|
|
2021
Q1 | $49K | Buy |
+1,384
| New | +$49K | ﹤0.01% | 1732 |
|