Spire Wealth Management’s Pricesmart PSMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-191
| Closed | -$14.1K | – | 2445 |
|
2023
Q2 | $14.1K | Hold |
191
| – | – | ﹤0.01% | 1707 |
|
2023
Q1 | $13.7K | Hold |
191
| – | – | ﹤0.01% | 1749 |
|
2022
Q4 | $12K | Sell |
191
-66
| -26% | -$4.15K | ﹤0.01% | 1549 |
|
2022
Q3 | $15K | Hold |
257
| – | – | ﹤0.01% | 1445 |
|
2022
Q2 | $18K | Hold |
257
| – | – | ﹤0.01% | 1719 |
|
2022
Q1 | $20K | Hold |
257
| – | – | ﹤0.01% | 1816 |
|
2021
Q4 | $19K | Hold |
257
| – | – | ﹤0.01% | 2139 |
|
2021
Q3 | $20K | Hold |
257
| – | – | ﹤0.01% | 1858 |
|
2021
Q2 | $23K | Hold |
257
| – | – | ﹤0.01% | 1823 |
|
2021
Q1 | $25K | Buy |
+257
| New | +$25K | ﹤0.01% | 2065 |
|