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SJW shares owned by Spire Wealth Management

Quarter-by-quarter ownership of SJW (SJW) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in SJW

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All positions including SJW held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25k 440 56.59
2023-12-31 $27k 440 62.16
2023-09-30 $26k 440 60.11
2023-06-30 $31k 440 70.11
2023-03-31 $34k 440 76.13
2022-06-30 $82k 1.3k 62.12
2022-03-31 $92k 1.3k 69.70
2021-12-31 $97k 1.3k 73.48
2021-09-30 $174k 2.6k 65.91
2021-06-30 $167k 2.6k 63.26
2021-03-31 $166k 2.6k 62.88