Spire Wealth Management Ishares Morningstar Mid Cap Va Transaction History

Spire Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$57.47 - $68.03 $2,988 - $3,537	-52 Reduced 50.0%	52 $3,000
Q1 2023 May 09, 2023	SELL	$58.6 - $68.24 $293 - $341	-5 Reduced 4.59%	104 $6,000
Q1 2022 Apr 18, 2022	SELL	$64.78 - $70.05 $6,089 - $6,584	-94 Reduced 46.31%	109 $8,000
Q4 2021 Jan 14, 2022	BUY	$63.47 - $68.54 $12,884 - $13,913	203 New	203 $14,000

135

5.32M

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