SVB Wealth’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
| Closed | -$4.77K | – | 1473 |
|
|
2025
Q1 | $4.77K | Buy |
+61
| New | +$4.77K | ﹤0.01% | 1038 |
|
|
2020
Q2 | – | Sell |
-3,535
| Closed | -$263K | – | 673 |
|
|
2020
Q1 | $263K | Sell |
3,535
-3,635
| -51% | -$270K | 0.01% | 411 |
|
|
2019
Q4 | $597K | Sell |
7,170
-4,271
| -37% | -$356K | 0.01% | 380 |
|
|
2019
Q3 | $998K | Sell |
11,441
-1,040
| -8% | -$90.7K | 0.02% | 274 |
|
|
2019
Q2 | $1.05M | Sell |
12,481
-823
| -6% | -$69K | 0.04% | 272 |
|
|
2019
Q1 | $1.1M | Buy |
13,304
+76
| +0.6% | +$6.26K | 0.04% | 216 |
|
|
2018
Q4 | $980K | Buy |
13,228
+2,333
| +21% | +$173K | 0.04% | 221 |
|
|
2018
Q3 | $801K | Sell |
10,895
-204
| -2% | -$15K | 0.03% | 278 |
|
|
2018
Q2 | $784K | Sell |
11,099
-245
| -2% | -$17.3K | 0.03% | 280 |
|
|
2018
Q1 | $820K | Buy |
11,344
+1,093
| +11% | +$79K | 0.03% | 286 |
|
|
2017
Q4 | $770K | Buy |
10,251
+221
| +2% | +$16.6K | 0.03% | 296 |
|
|
2017
Q3 | $749K | Sell |
10,030
-1,872
| -16% | -$140K | 0.03% | 296 |
|
|
2017
Q2 | $830K | Buy |
11,902
+1,086
| +10% | +$75.7K | 0.03% | 285 |
|
|
2017
Q1 | $730K | Buy |
10,816
+992
| +10% | +$67K | 0.03% | 296 |
|
|
2016
Q4 | $634K | Buy |
9,824
+1,820
| +23% | +$117K | 0.03% | 312 |
|
|
2016
Q3 | $510K | Buy |
8,004
+2,515
| +46% | +$160K | 0.02% | 335 |
|
|
2016
Q2 | $389K | Buy |
5,489
+1,755
| +47% | +$124K | 0.02% | 389 |
|
|
2016
Q1 | $253K | Buy |
+3,734
| New | +$253K | 0.01% | 456 |
|