CWS Financial Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,149
| Closed | -$506K | – | 143 |
|
|
2023
Q4 | $506K | Sell |
1,149
-143
| -11% | -$63K | 0.19% | 80 |
|
|
2023
Q3 | $472K | Sell |
1,292
-62
| -5% | -$22.7K | 0.19% | 83 |
|
|
2023
Q2 | $543K | Hold |
1,354
| – | – | 0.21% | 74 |
|
|
2023
Q1 | $467K | Buy |
+1,354
| New | +$467K | 0.19% | 86 |
|
|
2022
Q4 | – | Sell |
-1,427
| Closed | -$436K | – | 152 |
|
|
2022
Q3 | $436K | Buy |
1,427
+2
| +0.1% | +$611 | 0.21% | 85 |
|
|
2022
Q2 | $480K | Buy |
1,425
+686
| +93% | +$231K | 0.22% | 82 |
|
|
2022
Q1 | $303K | Buy |
+739
| New | +$303K | 0.11% | 114 |
|