BerganKDV Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $153K | Buy |
381
+346
| +989% | +$139K | 0.02% | 249 |
|
|
2023
Q1 | $12.1K | Hold |
35
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $11.8K | Hold |
35
| – | – | ﹤0.01% | 557 |
|
|
2022
Q3 | $11K | Hold |
35
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $12K | Hold |
35
| – | – | ﹤0.01% | 567 |
|
|
2022
Q1 | $14K | Buy |
35
+15
| +75% | +$6K | ﹤0.01% | 566 |
|
|
2021
Q4 | $9K | Hold |
20
| – | – | ﹤0.01% | 682 |
|
|
2021
Q3 | $9K | Hold |
20
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $8K | Hold |
20
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $7K | Sell |
20
-6
| -23% | -$2.1K | ﹤0.01% | 620 |
|
|
2020
Q3 | $9K | Hold |
26
| – | – | ﹤0.01% | 518 |
|
|
2020
Q2 | $9K | Buy |
26
+9
| +53% | +$3.12K | ﹤0.01% | 557 |
|
|
2020
Q1 | $4K | Buy |
17
+6
| +55% | +$1.41K | ﹤0.01% | 632 |
|
|
2019
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 724 |
|