Zeke Capital Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $264K | Sell |
3,838
-280
| -7% | -$19.3K | 0.02% | 368 |
|
|
2022
Q3 | $257K | Hold |
4,118
| – | – | 0.02% | 353 |
|
|
2022
Q2 | $306K | Buy |
4,118
+304
| +8% | +$22.6K | 0.02% | 319 |
|
|
2022
Q1 | $274K | Sell |
3,814
-239
| -6% | -$17.2K | 0.01% | 395 |
|
|
2021
Q4 | $264K | Buy |
+4,053
| New | +$264K | 0.02% | 249 |
|
|
2018
Q3 | – | Sell |
-4,413
| Closed | -$312K | – | 737 |
|
|
2018
Q2 | $312K | Hold |
4,413
| – | – | 0.03% | 391 |
|
|
2018
Q1 | $319K | Buy |
4,413
+1,392
| +46% | +$101K | 0.03% | 423 |
|
|
2017
Q4 | $227K | Buy |
+3,021
| New | +$227K | 0.02% | 470 |
|