BDO Wealth Advisors’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
2023
Q2
$76.6K Buy
2023
Q1
$46.2K Sell
2022
Q4
$47.3K Buy
2022
Q3
$32K Hold
2022
Q2
$35K Sell
2022
Q1
$46K Buy
2021
Q4
$31K Hold
2021
Q3
$28K Hold
2021
Q2
$27K Buy
2021
Q1
$17K Buy
2020
Q4
$10K Hold
2020
Q3
$11K Buy
2020
Q2
$1K Hold
2020
Q1
$1K Buy