Spire Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Buy |
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|
2025
Q2 | $38.1K | Sell |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $40.9K | Sell |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $99.7K | Sell |
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|
2023
Q3 | $108K | Buy |
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|
2023
Q2 | $94.8K | Sell |
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|
2023
Q1 | $152K | Sell |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $106K | Sell |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $167K | Sell |
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|
2021
Q1 | $285K | Buy |
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