Claraphi Advisory Network’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 |
-554
| Closed | -$200K | – | 303 |
|
|
2020
Q3 | $200K | Sell |
554
-187
| -25% | -$67.5K | 0.07% | 226 |
|
|
2020
Q2 | $244K | Buy |
741
+82
| +12% | +$27K | 0.1% | 198 |
|
|
2020
Q1 | $161K | Buy |
+659
| New | +$161K | 0.08% | 235 |
|
|
2019
Q3 | – | Sell |
-907
| Closed | -$207K | – | 434 |
|
|
2019
Q2 | $207K | Buy |
+907
| New | +$207K | 0.12% | 213 |
|
|
2019
Q1 | – | Sell |
-1,998
| Closed | -$339K | – | 249 |
|
|
2018
Q4 | $339K | Sell |
1,998
-1,128
| -36% | -$191K | 0.26% | 107 |
|
|
2018
Q3 | $611K | Buy |
3,126
+1,593
| +104% | +$311K | 0.34% | 68 |
|
|
2018
Q2 | $313K | Buy |
1,533
+239
| +18% | +$48.8K | 0.2% | 148 |
|
|
2018
Q1 | $247K | Buy |
+1,294
| New | +$247K | 0.18% | 189 |
|