Spire Wealth Management’s Brookfield Real Assets Income Fund RA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $87.8K | Hold |
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|
2025
Q1 | $86.4K | Hold |
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|
2024
Q4 | $87.5K | Hold |
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|
2024
Q3 | $90K | Hold |
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|
2024
Q2 | $83.8K | Sell |
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|
2024
Q1 | $88.7K | Hold |
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|
2023
Q4 | $88.7K | Hold |
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|
2023
Q3 | $84.1K | Hold |
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|
2023
Q2 | $115K | Sell |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $12K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $221K | Buy |
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