Beacon Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,733
| Closed | -$1.73M | – | 278 |
|
|
2023
Q3 | $1.73M | Buy |
4,733
+3
| +0.1% | +$1.1K | 0.09% | 125 |
|
|
2023
Q2 | $1.9M | Buy |
+4,730
| New | +$1.9M | 0.09% | 129 |
|
|
2019
Q1 | – | Sell |
-4,813
| Closed | -$818K | – | 255 |
|
|
2018
Q4 | $818K | Sell |
4,813
-95
| -2% | -$16.1K | 0.09% | 128 |
|
|
2018
Q3 | $959K | Hold |
4,908
| – | – | 0.09% | 119 |
|
|
2018
Q2 | $1M | Hold |
4,908
| – | – | 0.1% | 116 |
|
|
2018
Q1 | $938K | Buy |
+4,908
| New | +$938K | 0.1% | 119 |
|