Bulltick Wealth Management’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
Q3 | – | Sell |
-2,191
| Closed | -$878K | – | 126 |
|
|
2023
Q2 | $878K | Sell |
2,191
-375
| -15% | -$150K | 0.2% | 69 |
|
|
2023
Q1 | $885K | Buy |
2,566
+670
| +35% | +$231K | 0.23% | 59 |
|
|
2022
Q4 | $635K | Buy |
1,896
+151
| +9% | +$50.6K | 0.18% | 64 |
|
|
2022
Q3 | $533K | Buy |
1,745
+431
| +33% | +$132K | 0.16% | 71 |
|
|
2022
Q2 | $443K | Buy |
1,314
+367
| +39% | +$124K | 0.12% | 82 |
|
|
2022
Q1 | $388K | Buy |
+947
| New | +$388K | 0.09% | 96 |
|