CSat Investment Advisory’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$10K Buy
2020
Q4
$5K Sell
2020
Q3
$258K Buy
2020
Q2
$217K Buy
2020
Q1
$140K Buy
2019
Q4
$137K Buy
2019
Q3
$106K Buy
2019
Q2
$87K Buy
2019
Q1
$6K Hold
2018
Q4
$5K Buy
2018
Q3
$4K Buy
2018
Q2
$3K Buy