Spire Wealth Management’s American Strategic Investment Co NYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-123
| Closed | -$2K | – | 2557 |
|
|
2022
Q4 | $2K | Buy |
123
+92
| +297% | +$1.5K | ﹤0.01% | 2078 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 2108 |
|
|
2022
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 2551 |
|
|
2022
Q1 | – | Sell |
-340
| Closed | -$29K | – | 2765 |
|
|
2021
Q4 | $29K | Buy |
+340
| New | +$29K | ﹤0.01% | 1973 |
|
|
2021
Q2 | – | Sell |
-267
| Closed | -$19K | – | 2849 |
|
|
2021
Q1 | $19K | Buy |
+267
| New | +$19K | ﹤0.01% | 2171 |
|