Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.47K | Buy |
+17
| New | +$8.47K | ﹤0.01% | 355 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$7.31K | – | 456 |
|
|
2023
Q3 | $7.31K | Hold |
20
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $8.02K | Buy |
+20
| New | +$8.02K | ﹤0.01% | 355 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$3.35K | – | 485 |
|
|
2022
Q4 | $3.35K | Buy |
+10
| New | +$3.35K | ﹤0.01% | 390 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$2K | – | 526 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 410 |
|