Annapolis Financial Services’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16.7K | Buy |
32
+1
| +3% | +$522 | ﹤0.01% | 235 |
|
|
2024
Q2 | $13.8K | Hold |
31
| – | – | ﹤0.01% | 256 |
|
|
2024
Q1 | $13.2K | Hold |
31
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $13.7K | Sell |
31
-4
| -11% | -$1.76K | ﹤0.01% | 324 |
|
|
2023
Q3 | $12.8K | Hold |
35
| – | – | ﹤0.01% | 317 |
|
|
2023
Q2 | $14K | Buy |
35
+4
| +13% | +$1.6K | ﹤0.01% | 307 |
|
|
2023
Q1 | $10.7K | Hold |
31
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $10.4K | Sell |
31
-18
| -37% | -$6.03K | ﹤0.01% | 307 |
|
|
2022
Q3 | $15K | Buy |
+49
| New | +$15K | 0.01% | 293 |
|