Spire Wealth Management’s Sigma Lithium SGML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-500
Closed -$6.02K 2254
2024
Q2
$6.02K Hold
500
﹤0.01% 1780
2024
Q1
$6.48K Hold
500
﹤0.01% 1863
2023
Q4
$12K Sell
500
-450
-47% -$10.8K ﹤0.01% 1698
2023
Q3
$30.8K Sell
950
-750
-44% -$24.3K ﹤0.01% 1354
2023
Q2
$68.5K Sell
1,700
-4,050
-70% -$163K ﹤0.01% 1088
2023
Q1
$216K Buy
5,750
+3,650
+174% +$137K 0.01% 701
2022
Q4
$59K Sell
2,100
-2,550
-55% -$71.6K ﹤0.01% 929
2022
Q3
$126K Buy
+4,650
New +$126K 0.01% 639