Spire Wealth Management’s SES AI SES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,000	Closed	-$4K	–	2542
2022 Q2	$4K	Buy	+1,000	New	+$4K	﹤0.01%	2215
2022 Q1	–	Sell	-2,000	Closed	-$20K	–	2825
2021 Q4	$20K	Buy	+2,000	New	+$20K	﹤0.01%	2121