Spire Wealth Management’s Tricon Residential Inc. TCN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$11.2K 2420
2024
Q1
$11.2K Hold
1,000
﹤0.01% 1681
2023
Q4
$11.1K Hold
1,000
﹤0.01% 1729
2023
Q3
$7.4K Hold
1,000
﹤0.01% 1826
2023
Q2
$8.81K Buy
+1,000
New +$8.18K ﹤0.01% 1850
2022
Q3
Sell
-229
Closed -$2K 2683
2022
Q2
$2K Buy
+229
New +$2.94K ﹤0.01% 2423

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

Spire Wealth Management sold out of Tricon Residential Inc. (TCN) in Q2 2024, closing a stake of 1,000 shares — an estimated $11.2K sold.

Spire Wealth Management first reported a position in TCN in Q2 2022 and held it in 5 quarters. The position peaked at $11.2K in Q1 2024. 0 funds tracked by Wall St. Rank hold TCN as of Q2 2024.

  • Spire Wealth Management reported no remaining Tricon Residential Inc. position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 Tricon Residential Inc. shares in Q2 2024, an estimated $11.2K.
  • Spire Wealth Management first reported a position in Tricon Residential Inc. in Q2 2022 and held it in 5 quarters.
  • Spire Wealth Management's Tricon Residential Inc. position peaked at $11.2K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q2 2024.

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