CSat Investment Advisory’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
Q1 | $10K | Buy |
27
+11
| +69% | +$4.07K | 0.01% | 454 |
|
|
2020
Q4 | $5K | Sell |
16
-700
| -98% | -$219K | ﹤0.01% | 483 |
|
|
2020
Q3 | $258K | Buy |
716
+60
| +9% | +$21.6K | 0.02% | 233 |
|
|
2020
Q2 | $217K | Buy |
656
+85
| +15% | +$28.1K | 0.03% | 293 |
|
|
2020
Q1 | $140K | Buy |
571
+71
| +14% | +$17.4K | 0.03% | 290 |
|
|
2019
Q4 | $137K | Buy |
500
+68
| +16% | +$18.6K | 0.04% | 294 |
|
|
2019
Q3 | $106K | Buy |
432
+47
| +12% | +$11.5K | 0.03% | 305 |
|
|
2019
Q2 | $87K | Buy |
385
+355
| +1,183% | +$80.2K | 0.03% | 323 |
|
|
2019
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 489 |
|
|
2018
Q4 | $5K | Buy |
30
+10
| +50% | +$1.67K | ﹤0.01% | 489 |
|
|
2018
Q3 | $4K | Buy |
20
+4
| +25% | +$800 | ﹤0.01% | 491 |
|
|
2018
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 511 |
|