Cranbrook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-56
| Closed | -$24K | – | 416 |
|
|
2021
Q3 | $24K | Hold |
56
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $23K | Sell |
56
-7
| -11% | -$2.88K | 0.01% | 232 |
|
|
2021
Q1 | $22K | Buy |
63
+8
| +15% | +$2.79K | 0.01% | 241 |
|
|
2020
Q4 | $18K | Hold |
55
| – | – | ﹤0.01% | 212 |
|
|
2020
Q3 | $20K | Hold |
55
| – | – | 0.01% | 181 |
|
|
2020
Q2 | $18K | Hold |
55
| – | – | 0.01% | 184 |
|
|
2020
Q1 | $14K | Hold |
55
| – | – | ﹤0.01% | 184 |
|
|
2019
Q4 | $15K | Buy |
+55
| New | +$15K | ﹤0.01% | 190 |
|