Carroll Financial Associates’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $110K | Buy |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $259K | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $114K | Buy |
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|
2018
Q4 | $84K | Sell |
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|
2018
Q3 | $97K | Sell |
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|
2018
Q2 | $106K | Hold |
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|
2018
Q1 | $99K | Buy |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $82K | Hold |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $70K | Hold |
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|
2016
Q4 | $58K | Sell |
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|
2016
Q3 | $91K | Buy |
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|
2016
Q2 | $69K | Buy |
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