Advisor Group’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
Q4 | $3.74M | Buy |
13,694
+124
| +0.9% | +$33.9K | 0.03% | 521 |
|
2019
Q3 | $3.33M | Buy |
13,570
+169
| +1% | +$41.4K | 0.02% | 564 |
|
2019
Q2 | $3.06M | Buy |
13,401
+287
| +2% | +$65.4K | 0.02% | 584 |
|
2019
Q1 | $2.76M | Sell |
13,114
-2,329
| -15% | -$491K | 0.02% | 590 |
|
2018
Q4 | $2.63M | Buy |
15,443
+2,925
| +23% | +$497K | 0.03% | 522 |
|
2018
Q3 | $2.45M | Buy |
12,518
+4,813
| +62% | +$940K | 0.02% | 572 |
|
2018
Q2 | $1.57M | Buy |
7,705
+3,578
| +87% | +$729K | 0.02% | 646 |
|
2018
Q1 | $788K | Buy |
4,127
+1,726
| +72% | +$330K | 0.01% | 1009 |
|
2017
Q4 | $406K | Buy |
2,401
+278
| +13% | +$47K | 0.01% | 1458 |
|
2017
Q3 | $331K | Buy |
2,123
+341
| +19% | +$53.2K | 0.01% | 1466 |
|
2017
Q2 | $260K | Buy |
1,782
+72
| +4% | +$10.5K | ﹤0.01% | 1593 |
|
2017
Q1 | $224K | Sell |
1,710
-1,384
| -45% | -$181K | ﹤0.01% | 1572 |
|
2016
Q4 | $333K | Sell |
3,094
-205
| -6% | -$22.1K | 0.01% | 1246 |
|
2016
Q3 | $417K | Buy |
3,299
+1,482
| +82% | +$187K | 0.01% | 1072 |
|
2016
Q2 | $192K | Buy |
+1,817
| New | +$192K | 0.01% | 1491 |
|