Abundance Wealth Counselors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,206
| Closed | -$1.36M | – | 135 |
|
|
2024
Q1 | $1.36M | Buy |
3,206
+98
| +3% | +$41.7K | 0.31% | 58 |
|
|
2023
Q4 | $1.37M | Sell |
3,108
-4
| -0.1% | -$1.76K | 0.36% | 52 |
|
|
2023
Q3 | $1.14M | Sell |
3,112
-232
| -7% | -$84.8K | 0.32% | 55 |
|
|
2023
Q2 | $1.34M | Sell |
3,344
-61
| -2% | -$24.5K | 0.69% | 24 |
|
|
2023
Q1 | $1.17M | Sell |
3,405
-615
| -15% | -$212K | 0.3% | 54 |
|
|
2022
Q4 | $1.35M | Buy |
4,020
+143
| +4% | +$47.9K | 0.37% | 47 |
|
|
2022
Q3 | $1.18M | Buy |
3,877
+5
| +0.1% | +$1.53K | 0.34% | 46 |
|
|
2022
Q2 | $1.31M | Buy |
3,872
+225
| +6% | +$75.8K | 0.35% | 41 |
|
|
2022
Q1 | $1.5M | Buy |
3,647
+185
| +5% | +$75.9K | 0.41% | 41 |
|
|
2021
Q4 | $1.63M | Sell |
3,462
-14
| -0.4% | -$6.61K | 0.42% | 34 |
|
|
2021
Q3 | $1.48M | Buy |
3,476
+16
| +0.5% | +$6.8K | 0.86% | 15 |
|
|
2021
Q2 | $1.42M | Buy |
3,460
+368
| +12% | +$151K | 0.37% | 37 |
|
|
2021
Q1 | $1.09M | Buy |
3,092
+285
| +10% | +$101K | 0.27% | 36 |
|
|
2020
Q4 | $923K | Buy |
2,807
+498
| +22% | +$164K | 0.23% | 40 |
|
|
2020
Q3 | $833K | Buy |
2,309
+236
| +11% | +$85.1K | 0.24% | 37 |
|
|
2020
Q2 | $683K | Buy |
+2,073
| New | +$683K | 0.21% | 38 |
|