Spire Wealth Management’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,499
| Closed | -$40.7K | – | 2510 |
|
2024
Q3 | $40.7K | Sell |
2,499
-1
| -0% | -$16 | ﹤0.01% | 1199 |
|
2024
Q2 | $40.5K | Hold |
2,500
| – | – | ﹤0.01% | 1189 |
|
2024
Q1 | $40.6K | Sell |
2,500
-1,000
| -29% | -$16.3K | ﹤0.01% | 1286 |
|
2023
Q4 | $53.1K | Sell |
3,500
-5,100
| -59% | -$77.4K | ﹤0.01% | 1187 |
|
2023
Q3 | $123K | Hold |
8,600
| – | – | ﹤0.01% | 878 |
|
2023
Q2 | $137K | Hold |
8,600
| – | – | 0.01% | 864 |
|
2023
Q1 | $133K | Buy |
8,600
+2,500
| +41% | +$38.7K | 0.01% | 871 |
|
2022
Q4 | $96K | Sell |
6,100
-700
| -10% | -$11K | 0.01% | 763 |
|
2022
Q3 | $106K | Sell |
6,800
-2,500
| -27% | -$39K | 0.01% | 696 |
|
2022
Q2 | $155K | Hold |
9,300
| – | – | 0.01% | 856 |
|
2022
Q1 | $173K | Buy |
9,300
+700
| +8% | +$13K | ﹤0.01% | 951 |
|
2021
Q4 | $188K | Hold |
8,600
| – | – | ﹤0.01% | 1124 |
|
2021
Q3 | $201K | Hold |
8,600
| – | – | 0.01% | 924 |
|
2021
Q2 | $203K | Buy |
8,600
+500
| +6% | +$11.8K | 0.01% | 941 |
|
2021
Q1 | $179K | Buy |
+8,100
| New | +$179K | ﹤0.01% | 1120 |
|