Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.39M | Buy |
4,132
+1,630
| +65% | +$550K | 0.1% | 127 |
|
|
2022
Q1 | $1.03M | Buy |
2,502
+607
| +32% | +$249K | 0.07% | 155 |
|
|
2021
Q4 | $894K | Buy |
1,895
+179
| +10% | +$84.4K | 0.06% | 166 |
|
|
2021
Q3 | $729K | Buy |
1,716
+118
| +7% | +$50.1K | 0.05% | 173 |
|
|
2021
Q2 | $656K | Buy |
1,598
+154
| +11% | +$63.2K | 0.05% | 186 |
|
|
2021
Q1 | $510K | Buy |
1,444
+221
| +18% | +$78.1K | 0.04% | 215 |
|
|
2020
Q4 | $402K | Buy |
1,223
+13
| +1% | +$4.27K | 0.04% | 240 |
|
|
2020
Q3 | $436K | Buy |
1,210
+97
| +9% | +$35K | 0.05% | 199 |
|
|
2020
Q2 | $367K | Buy |
1,113
+119
| +12% | +$39.2K | 0.04% | 236 |
|
|
2020
Q1 | $244K | Buy |
994
+253
| +34% | +$62.1K | 0.03% | 258 |
|
|
2019
Q4 | $202K | Buy |
+741
| New | +$202K | 0.02% | 270 |
|