Spire Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
3,382
-7,652
| -69% | -$684K | 0.01% | 641 |
|
|
2025
Q1 | $837K | Sell |
11,034
-11
| -0.1% | -$834 | 0.03% | 440 |
|
|
2024
Q4 | $854K | Buy |
11,045
+1,203
| +12% | +$93K | 0.03% | 428 |
|
|
2024
Q3 | $719K | Buy |
9,842
+510
| +5% | +$37.2K | 0.02% | 447 |
|
|
2024
Q2 | $562K | Buy |
9,332
+17
| +0.2% | +$1.02K | 0.02% | 467 |
|
|
2024
Q1 | $588K | Buy |
9,315
+1,613
| +21% | +$102K | 0.01% | 486 |
|
|
2023
Q4 | $446K | Sell |
7,702
-525
| -6% | -$30.4K | 0.01% | 540 |
|
|
2023
Q3 | $400K | Sell |
8,227
-6,181
| -43% | -$300K | 0.02% | 523 |
|
|
2023
Q2 | $718K | Sell |
14,408
-279
| -2% | -$13.9K | 0.03% | 416 |
|
|
2023
Q1 | $803K | Buy |
14,687
+11,422
| +350% | +$624K | 0.03% | 384 |
|
|
2022
Q4 | $200K | Buy |
3,265
+7
| +0.2% | +$429 | 0.01% | 562 |
|
|
2022
Q3 | $185K | Sell |
3,258
-104,403
| -97% | -$5.93M | 0.01% | 550 |
|
|
2022
Q2 | $5.47M | Sell |
107,661
-164,928
| -61% | -$8.39M | 0.23% | 113 |
|
|
2022
Q1 | $16.2M | Sell |
272,589
-35,004
| -11% | -$2.08M | 0.43% | 54 |
|
|
2021
Q4 | $21.5M | Buy |
307,593
+5,970
| +2% | +$418K | 0.48% | 45 |
|
|
2021
Q3 | $19.4M | Sell |
301,623
-978
| -0.3% | -$63K | 0.51% | 43 |
|
|
2021
Q2 | $17.7M | Buy |
302,601
+2,172
| +0.7% | +$127K | 0.48% | 45 |
|
|
2021
Q1 | $14.7M | Buy |
+300,429
| New | +$14.7M | 0.39% | 60 |
|