Atlas Private Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $638K | Hold |
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|
2022
Q4 | $620K | Hold |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $624K | Hold |
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|
2022
Q1 | $759K | Hold |
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|
2021
Q4 | $873K | Buy |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $277K | Hold |
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|
2020
Q1 | $206K | Buy |
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