Wealthcare Advisory Partners’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-188
| Closed | -$14K | – | 1207 |
|
2020
Q1 | $14K | Hold |
188
| – | – | ﹤0.01% | 835 |
|
2019
Q4 | $16K | Hold |
188
| – | – | ﹤0.01% | 827 |
|
2019
Q3 | $16K | Hold |
188
| – | – | ﹤0.01% | 811 |
|
2019
Q2 | $16K | Hold |
188
| – | – | ﹤0.01% | 786 |
|
2019
Q1 | $15K | Hold |
188
| – | – | ﹤0.01% | 733 |
|
2018
Q4 | $14K | Hold |
188
| – | – | ﹤0.01% | 715 |
|
2018
Q3 | $14K | Hold |
188
| – | – | ﹤0.01% | 765 |
|
2018
Q2 | $13K | Buy |
+188
| New | +$13K | ﹤0.01% | 772 |
|
2017
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1173 |
|
2017
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 842 |
|