CFN
Cordasco Financial Network’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $40K | Hold |
119
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $49K | Buy |
119
+29
| +32% | +$11.9K | 0.03% | 201 |
|
|
2021
Q4 | $42K | Buy |
+90
| New | +$42K | 0.03% | 222 |
|
|
2017
Q2 | – | Sell |
-18
| Closed | -$2K | – | 275 |
|
|
2017
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 249 |
|