Wealth Enhancement Advisory Services’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
7,309
+1,476
| +25% | +$109K | ﹤0.01% | 2152 |
|
|
2025
Q1 | $456K | Buy |
5,833
+844
| +17% | +$66K | ﹤0.01% | 2120 |
|
|
2024
Q4 | $338K | Buy |
4,989
+815
| +20% | +$55.3K | ﹤0.01% | 2261 |
|
|
2024
Q3 | $281K | Buy |
4,174
+619
| +17% | +$41.7K | ﹤0.01% | 2202 |
|
|
2024
Q2 | $216K | Sell |
3,555
-4
| -0.1% | -$243 | ﹤0.01% | 2229 |
|
|
2024
Q1 | $218K | Buy |
+3,559
| New | +$218K | ﹤0.01% | 2133 |
|