Almanack Investment Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-538
| Closed | -$221K | – | 509 |
|
|
2022
Q1 | $221K | Buy |
538
+20
| +4% | +$8.22K | 0.02% | 433 |
|
|
2021
Q4 | $244K | Sell |
518
-11
| -2% | -$5.18K | 0.02% | 426 |
|
|
2021
Q3 | $225K | Sell |
529
-287
| -35% | -$122K | 0.02% | 441 |
|
|
2021
Q2 | $335K | Sell |
816
-1
| -0.1% | -$411 | 0.03% | 299 |
|
|
2021
Q1 | $288K | Buy |
817
+48
| +6% | +$16.9K | 0.03% | 321 |
|
|
2020
Q4 | $253K | Buy |
769
+162
| +27% | +$53.3K | 0.03% | 312 |
|
|
2020
Q3 | $203K | Buy |
+607
| New | +$203K | 0.03% | 368 |
|