Spire Wealth Management’s Barings Participation Investors MPV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $91.5K | Hold |
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|
2024
Q2 | $89.2K | Hold |
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|
2024
Q1 | $87K | Hold |
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|
2023
Q4 | $85.2K | Hold |
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|
2023
Q3 | $72.5K | Hold |
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|
2023
Q2 | $69.7K | Sell |
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|
2023
Q1 | $78.8K | Buy |
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|
2022
Q4 | $76K | Buy |
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|
2022
Q3 | $70K | Sell |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $408K | Buy |
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