Collective Family Office’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
Q3 | – | Sell |
-631
| Closed | -$213K | – | 196 |
|
|
2022
Q2 | $213K | Buy |
631
+5
| +0.8% | +$1.69K | 0.09% | 179 |
|
|
2022
Q1 | $257K | Sell |
626
-12
| -2% | -$4.93K | 0.1% | 168 |
|
|
2021
Q4 | $301K | Buy |
638
+3
| +0.5% | +$1.42K | 0.12% | 151 |
|
|
2021
Q3 | $270K | Buy |
635
+2
| +0.3% | +$850 | 0.12% | 147 |
|
|
2021
Q2 | $260K | Hold |
633
| – | – | 0.11% | 150 |
|
|
2021
Q1 | $223K | Buy |
+633
| New | +$223K | 0.11% | 156 |
|