DG
Davidson & Garrard’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $224K | Hold |
1,434
| – | – | 0.05% | 168 |
|
|
2017
Q2 | $209K | Sell |
1,434
-300
| -17% | -$43.7K | 0.05% | 172 |
|
|
2017
Q1 | $227K | Buy |
+1,734
| New | +$227K | 0.05% | 168 |
|
|
2016
Q4 | – | Sell |
-1,734
| Closed | -$219K | – | 176 |
|
|
2016
Q3 | $219K | Buy |
+1,734
| New | +$219K | 0.05% | 163 |
|