Spire Wealth Management’s PGT, Inc. PGTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,470
| Closed | -$225K | – | 2434 |
|
|
2023
Q4 | $225K | Hold |
5,470
| – | – | 0.01% | 727 |
|
|
2023
Q3 | $152K | Hold |
5,470
| – | – | 0.01% | 802 |
|
|
2023
Q2 | $159K | Sell |
5,470
-1,820
| -25% | -$53.1K | 0.01% | 795 |
|
|
2023
Q1 | $183K | Buy |
7,290
+4,030
| +124% | +$101K | 0.01% | 751 |
|
|
2022
Q4 | $59K | Buy |
+3,260
| New | +$59K | ﹤0.01% | 931 |
|
|
2022
Q1 | – | Sell |
-7,690
| Closed | -$173K | – | 2953 |
|
|
2021
Q4 | $173K | Buy |
7,690
+6,490
| +541% | +$146K | ﹤0.01% | 1155 |
|
|
2021
Q3 | $23K | Sell |
1,200
-50
| -4% | -$958 | ﹤0.01% | 1811 |
|
|
2021
Q2 | $29K | Sell |
1,250
-6,040
| -83% | -$140K | ﹤0.01% | 1727 |
|
|
2021
Q1 | $182K | Buy |
+7,290
| New | +$182K | ﹤0.01% | 1109 |
|