Andesa Financial 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
2023
Q1
$343K Buy
2,134
+924
+76% +$148K 0.18% 89
2022
Q4
$405K Sell
1,210
-681
-36% -$228K 0.22% 90
2022
Q3
$577K Buy
1,891
+785
+71% +$240K 0.2% 81
2022
Q2
$373K Buy
1,106
+2
+0.2% +$675 0.24% 84
2022
Q1
$451K Buy
+1,104
New +$451K 0.24% 88