Astoria Portfolio Advisors’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 | – | Sell |
-1,213
| Closed | -$446K | – | 217 |
|
|
2022
Q4 | $446K | Sell |
1,213
-74
| -6% | -$27.2K | 0.21% | 89 |
|
|
2022
Q3 | $393K | Buy |
1,287
+231
| +22% | +$70.5K | 0.27% | 83 |
|
|
2022
Q2 | $356K | Sell |
1,056
-6
| -0.6% | -$2.02K | 0.26% | 93 |
|
|
2022
Q1 | $436K | Sell |
1,062
-279
| -21% | -$115K | 0.34% | 66 |
|
|
2021
Q4 | $633K | Buy |
+1,341
| New | +$633K | 0.5% | 47 |
|