Ziegler Capital Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $731K | Buy |
11,904
+941
| +9% | +$57.7K | 0.03% | 318 |
|
|
2023
Q4 | $683K | Sell |
10,963
-13
| -0.1% | -$810 | 0.03% | 326 |
|
|
2023
Q3 | $621K | Buy |
+10,976
| New | +$621K | 0.02% | 316 |
|
|
2022
Q4 | – | Sell |
-10,446
| Closed | -$651K | – | 416 |
|
|
2022
Q3 | $651K | Sell |
10,446
-45
| -0.4% | -$2.8K | 0.03% | 330 |
|
|
2022
Q2 | $780K | Buy |
+10,491
| New | +$780K | 0.03% | 329 |
|
|
2021
Q2 | – | Sell |
-16,171
| Closed | -$1.2M | – | 456 |
|
|
2021
Q1 | $1.2M | Sell |
16,171
-1,300
| -7% | -$96.1K | 0.04% | 323 |
|
|
2020
Q4 | $1.12M | Sell |
17,471
-2,067
| -11% | -$132K | 0.04% | 308 |
|
|
2020
Q3 | $1.04M | Sell |
19,538
-488
| -2% | -$26K | 0.04% | 294 |
|
|
2020
Q2 | $1.32M | Sell |
20,026
-3,678
| -16% | -$242K | 0.04% | 263 |
|
|
2020
Q1 | $1.77M | Buy |
+23,704
| New | +$1.77M | 0.05% | 298 |
|