SVB Wealth’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.77K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $597K | Sell |
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|
2019
Q3 | $998K | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $980K | Buy |
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|
2018
Q3 | $801K | Sell |
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|
2018
Q2 | $784K | Sell |
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|
2018
Q1 | $820K | Buy |
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|
2017
Q4 | $770K | Buy |
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|
2017
Q3 | $749K | Sell |
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|
2017
Q2 | $830K | Buy |
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|
2017
Q1 | $730K | Buy |
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|
2016
Q4 | $634K | Buy |
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|
2016
Q3 | $510K | Buy |
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|
2016
Q2 | $389K | Buy |
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|
2016
Q1 | $253K | Buy |
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