Altavista Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $333K | Hold |
705
| – | – | 0.07% | 153 |
|
|
2021
Q3 | $300K | Buy |
705
+5
| +0.7% | +$2.13K | 0.07% | 154 |
|
|
2021
Q2 | $287K | Hold |
700
| – | – | 0.06% | 160 |
|
|
2021
Q1 | $247K | Hold |
700
| – | – | 0.06% | 160 |
|
|
2020
Q4 | $230K | Hold |
700
| – | – | 0.06% | 161 |
|
|
2020
Q3 | $252K | Hold |
700
| – | – | 0.07% | 148 |
|
|
2020
Q2 | $231K | Buy |
+700
| New | +$231K | 0.07% | 155 |
|