Capital Directions Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $38.5K | Buy |
+115
| New | +$38.5K | 0.01% | 134 |
|
|
2022
Q3 | – | Sell |
-115
| Closed | -$39K | – | 127 |
|
|
2022
Q2 | $39K | Hold |
115
| – | – | 0.01% | 139 |
|
|
2022
Q1 | $47K | Buy |
+115
| New | +$47K | 0.01% | 147 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$49K | – | 197 |
|
|
2021
Q3 | $49K | Hold |
115
| – | – | 0.02% | 141 |
|
|
2021
Q2 | $47K | Buy |
+115
| New | +$47K | 0.01% | 124 |
|
|
2021
Q1 | – | Sell |
-115
| Closed | -$38K | – | 323 |
|
|
2020
Q4 | $38K | Hold |
115
| – | – | 0.01% | 124 |
|
|
2020
Q3 | $41K | Hold |
115
| – | – | 0.02% | 118 |
|
|
2020
Q2 | $38K | Hold |
115
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $28K | Hold |
115
| – | – | 0.01% | 143 |
|
|
2019
Q4 | $31K | Hold |
115
| – | – | 0.01% | 161 |
|
|
2019
Q3 | $28K | Buy |
+115
| New | +$28K | 0.01% | 166 |
|