BMA
Brooks Moore & Associates’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$273K | – | 93 |
|
|
2019
Q4 | $273K | Hold |
1,000
| – | – | 0.22% | 90 |
|
|
2019
Q3 | $245K | Hold |
1,000
| – | – | 0.21% | 89 |
|
|
2019
Q2 | $228K | Hold |
1,000
| – | – | 0.2% | 94 |
|
|
2019
Q1 | $211K | Sell |
1,000
-300
| -23% | -$63.3K | 0.19% | 88 |
|
|
2018
Q4 | $221K | Buy |
+1,300
| New | +$221K | 0.22% | 82 |
|