TCI Wealth Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-249
| Closed | -$17.5K | – | 1972 |
|
|
2023
Q1 | $17.5K | Sell |
249
-1
| -0.4% | -$70 | ﹤0.01% | 787 |
|
|
2022
Q4 | $17.2K | Hold |
250
| – | – | ﹤0.01% | 766 |
|
|
2022
Q3 | $16K | Buy |
250
+3
| +1% | +$192 | ﹤0.01% | 779 |
|
|
2022
Q2 | $18K | Hold |
247
| – | – | ﹤0.01% | 688 |
|
|
2022
Q1 | $18K | Buy |
247
+73
| +42% | +$5.32K | ﹤0.01% | 745 |
|
|
2021
Q4 | $11K | Hold |
174
| – | – | ﹤0.01% | 1118 |
|
|
2021
Q3 | $11K | Hold |
174
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q2 | $13K | Hold |
174
| – | – | ﹤0.01% | 797 |
|
|
2021
Q1 | $13K | Buy |
+174
| New | +$13K | 0.01% | 712 |
|