Spire Wealth Management’s Stellus Capital Investment Corp SCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,400
| Closed | -$85K | – | 2582 |
|
|
2022
Q4 | $85K | Hold |
6,400
| – | – | ﹤0.01% | 797 |
|
|
2022
Q3 | $76K | Sell |
6,400
-1,525
| -19% | -$18.1K | ﹤0.01% | 801 |
|
|
2022
Q2 | $88K | Sell |
7,925
-700
| -8% | -$7.77K | ﹤0.01% | 1081 |
|
|
2022
Q1 | $120K | Hold |
8,625
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q4 | $112K | Hold |
8,625
| – | – | ﹤0.01% | 1360 |
|
|
2021
Q3 | $113K | Buy |
8,625
+900
| +12% | +$11.8K | ﹤0.01% | 1149 |
|
|
2021
Q2 | $97K | Buy |
7,725
+4,400
| +132% | +$55.2K | ﹤0.01% | 1191 |
|
|
2021
Q1 | $42K | Buy |
+3,325
| New | +$42K | ﹤0.01% | 1820 |
|