AdvisorShares Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,038
| Closed | -$379K | – | 313 |
|
|
2023
Q3 | $379K | Buy |
+1,038
| New | +$379K | 0.1% | 143 |
|
|
2022
Q4 | – | Sell |
-1,324
| Closed | -$404K | – | 371 |
|
|
2022
Q3 | $404K | Buy |
+1,324
| New | +$404K | 0.11% | 171 |
|
|
2022
Q2 | – | Sell |
-2,194
| Closed | -$900K | – | 272 |
|
|
2022
Q1 | $900K | Sell |
2,194
-2,139
| -49% | -$877K | 0.15% | 72 |
|
|
2021
Q4 | $2.05M | Buy |
+4,333
| New | +$2.05M | 0.25% | 38 |
|