World Asset Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,364
| Closed | -$206K | – | 1143 |
|
|
2019
Q3 | $206K | Buy |
+2,364
| New | +$206K | 0.01% | 1020 |
|
|
2018
Q1 | – | Sell |
-2,793
| Closed | -$210K | – | 1428 |
|
|
2017
Q4 | $210K | Sell |
2,793
-406
| -13% | -$30.5K | 0.01% | 1354 |
|
|
2017
Q3 | $239K | Buy |
3,199
+23
| +0.7% | +$1.72K | 0.01% | 1269 |
|
|
2017
Q2 | $222K | Buy |
+3,176
| New | +$222K | 0.01% | 1287 |
|