SWM
WSR

Spire Wealth Management’s Whitestone REIT WSR Stock Holding History

Spire Wealth Management’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,100
Closed -$23K – 2633
2022
Q2 		$23K Hold
2,100
– – ﹤0.01% 1624
2022
Q1 		$28K Hold
2,100
– – ﹤0.01% 1671
2021
Q4 		$21K Hold
2,100
– – ﹤0.01% 2105
2021
Q3 		$21K Buy
+2,100
New +$21K ﹤0.01% 1846