AE Wealth Management’s SP Plus Corporation SP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,694
| Closed | -$636K | – | 1895 |
|
|
2022
Q2 | $636K | Buy |
20,694
+808
| +4% | +$24.8K | 0.01% | 1074 |
|
|
2022
Q1 | $624K | Buy |
19,886
+2,690
| +16% | +$84.4K | ﹤0.01% | 1115 |
|
|
2021
Q4 | $485K | Buy |
17,196
+1,818
| +12% | +$51.3K | ﹤0.01% | 1260 |
|
|
2021
Q3 | $472K | Buy |
15,378
+1,299
| +9% | +$39.9K | ﹤0.01% | 1190 |
|
|
2021
Q2 | $431K | Buy |
+14,079
| New | +$431K | ﹤0.01% | 1196 |
|