BDO Wealth 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
Q2 | $76.6K | Buy |
191
+57
| +43% | +$22.9K | 0.01% | 368 |
|
|
2023
Q1 | $46.2K | Sell |
134
-7
| -5% | -$2.42K | 0.01% | 433 |
|
|
2022
Q4 | $47.3K | Buy |
141
+37
| +36% | +$12.4K | 0.01% | 419 |
|
|
2022
Q3 | $32K | Hold |
104
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $35K | Sell |
104
-7
| -6% | -$2.36K | ﹤0.01% | 468 |
|
|
2022
Q1 | $46K | Buy |
111
+46
| +71% | +$19.1K | ﹤0.01% | 448 |
|
|
2021
Q4 | $31K | Hold |
65
| – | – | ﹤0.01% | 541 |
|
|
2021
Q3 | $28K | Hold |
65
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $27K | Buy |
65
+18
| +38% | +$7.48K | ﹤0.01% | 566 |
|
|
2021
Q1 | $17K | Buy |
47
+16
| +52% | +$5.79K | ﹤0.01% | 642 |
|
|
2020
Q4 | $10K | Hold |
31
| – | – | ﹤0.01% | 548 |
|
|
2020
Q3 | $11K | Buy |
31
+27
| +675% | +$9.58K | ﹤0.01% | 487 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 669 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 721 |
|