Cedar Capital’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-4,470
| Closed | -$1.61M | – | 156 |
|
2020
Q3 | $1.61M | Buy |
4,470
+601
| +16% | +$217K | 0.53% | 64 |
|
2020
Q2 | $1.28M | Buy |
3,869
+867
| +29% | +$286K | 0.49% | 70 |
|
2020
Q1 | $736K | Buy |
3,002
+129
| +4% | +$31.6K | 0.35% | 80 |
|
2019
Q4 | $784K | Buy |
2,873
+340
| +13% | +$92.8K | 0.36% | 92 |
|
2019
Q3 | $621K | Buy |
+2,533
| New | +$621K | 0.29% | 101 |
|