Spire Wealth Management’s Carrols Restaurant Group, Inc. TAST Stock Holding History

Spire Wealth Management’s Portfolio TAST Stock Details TAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,500	Closed	-$33.3K	–	2416
2024 Q1	$33.3K	Hold	3,500	–	–	﹤0.01%	1354
2023 Q4	$32.9K	Hold	3,500	–	–	﹤0.01%	1345
2023 Q3	$23.1K	Hold	3,500	–	–	﹤0.01%	1448
2023 Q2	$17.6K	Hold	3,500	–	–	﹤0.01%	1637
2023 Q1	$7.8K	Buy	+3,500	New	+$7.1K	﹤0.01%	1926

Other funds holding TAST

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management's TAST Position: Q2 2024 in Review

Spire Wealth Management sold out of Carrols Restaurant Group, Inc. (TAST) in Q2 2024, closing a stake of 3,500 shares — an estimated $33.3K sold.

Spire Wealth Management first reported a position in TAST in Q1 2023 and held it in 5 quarters. The position peaked at $33.3K in Q1 2024. 1 fund tracked by Wall St. Rank holds TAST as of Q2 2024.

Spire Wealth Management reported no remaining Carrols Restaurant Group, Inc. position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 3,500 Carrols Restaurant Group, Inc. shares in Q2 2024, an estimated $33.3K.
Spire Wealth Management first reported a position in Carrols Restaurant Group, Inc. in Q1 2023 and held it in 5 quarters.
Spire Wealth Management's Carrols Restaurant Group, Inc. position peaked at $33.3K in Q1 2024.
1 fund tracked by Wall St. Rank held Carrols Restaurant Group, Inc. as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.