Advantage Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $30K | Hold |
121
| – | – | 0.02% | 443 |
|
|
2019
Q2 | $28K | Hold |
121
| – | – | 0.02% | 458 |
|
|
2019
Q1 | $25K | Sell |
121
-141
| -54% | -$29.1K | 0.02% | 482 |
|
|
2018
Q4 | $45K | Buy |
262
+141
| +117% | +$24.2K | 0.03% | 361 |
|
|
2018
Q3 | $24K | Hold |
121
| – | – | 0.02% | 539 |
|
|
2018
Q2 | $25K | Sell |
121
-44
| -27% | -$9.09K | 0.02% | 498 |
|
|
2018
Q1 | $31K | Hold |
165
| – | – | 0.01% | 479 |
|
|
2017
Q4 | $28K | Buy |
165
+3
| +2% | +$509 | 0.01% | 513 |
|
|
2017
Q3 | $25K | Buy |
162
+1
| +0.6% | +$154 | 0.01% | 517 |
|
|
2017
Q2 | $24K | Hold |
161
| – | – | 0.01% | 528 |
|
|
2017
Q1 | $21K | Hold |
161
| – | – | 0.01% | 539 |
|
|
2016
Q4 | $17K | Hold |
161
| – | – | 0.01% | 543 |
|
|
2016
Q3 | $20K | Sell |
161
-1,203
| -88% | -$149K | 0.01% | 505 |
|
|
2016
Q2 | $146K | Buy |
+1,364
| New | +$146K | 0.07% | 172 |
|