Spire Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $137K | Hold |
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|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $129K | Sell |
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|
2024
Q3 | $118K | Sell |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $134K | Buy |
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|
2023
Q3 | $114K | Buy |
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|
2023
Q2 | $36.2K | Sell |
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|
2023
Q1 | $39.3K | Sell |
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|
2022
Q4 | $50K | Buy |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $52K | Sell |
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|
2022
Q1 | $106K | Sell |
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|
2021
Q4 | $129K | Sell |
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|
2021
Q3 | $131K | Buy |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $76K | Buy |
|