Spire Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$31K | – | 2253 |
|
|
2024
Q2 | $31K | Sell |
2,000
-1,209
| -38% | -$18.7K | ﹤0.01% | 1277 |
|
|
2024
Q1 | $50.2K | Buy |
3,209
+4
| +0.1% | +$63 | ﹤0.01% | 1213 |
|
|
2023
Q4 | $43.8K | Buy |
3,205
+5
| +0.2% | +$68 | ﹤0.01% | 1248 |
|
|
2023
Q3 | $40K | Sell |
3,200
-1,000
| -24% | -$12.5K | ﹤0.01% | 1246 |
|
|
2023
Q2 | $53.8K | Hold |
4,200
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q1 | $51.3K | Hold |
4,200
| – | – | ﹤0.01% | 1196 |
|
|
2022
Q4 | $51K | Hold |
4,200
| – | – | ﹤0.01% | 987 |
|
|
2022
Q3 | $47K | Hold |
4,200
| – | – | ﹤0.01% | 973 |
|
|
2022
Q2 | $52K | Hold |
4,200
| – | – | ﹤0.01% | 1278 |
|
|
2022
Q1 | $61K | Hold |
4,200
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q4 | $64K | Hold |
4,200
| – | – | ﹤0.01% | 1603 |
|
|
2021
Q3 | $58K | Hold |
4,200
| – | – | ﹤0.01% | 1409 |
|
|
2021
Q2 | $61K | Sell |
4,200
-722
| -15% | -$10.5K | ﹤0.01% | 1398 |
|
|
2021
Q1 | $63K | Buy |
+4,922
| New | +$63K | ﹤0.01% | 1613 |
|