Spire Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Buy |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $837K | Sell |
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|
2024
Q4 | $854K | Buy |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $562K | Buy |
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|
2024
Q1 | $588K | Buy |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $803K | Buy |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $5.47M | Sell |
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|
2022
Q1 | $16.2M | Sell |
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|
2021
Q4 | $21.5M | Buy |
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|
2021
Q3 | $19.4M | Sell |
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|
2021
Q2 | $17.7M | Buy |
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|
2021
Q1 | $14.7M | Buy |
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