Disciplined Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$5.21K | – | 1339 |
|
|
2023
Q2 | $5.21K | Sell |
13
-2
| -13% | -$802 | ﹤0.01% | 412 |
|
|
2023
Q1 | $5.17K | Buy |
15
+1
| +7% | +$345 | ﹤0.01% | 436 |
|
|
2022
Q4 | $4.69K | Hold |
14
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $4K | Sell |
14
-1
| -7% | -$286 | ﹤0.01% | 473 |
|
|
2022
Q2 | $5K | Buy |
15
+3
| +25% | +$1K | ﹤0.01% | 452 |
|
|
2022
Q1 | $5K | Buy |
+12
| New | +$5K | ﹤0.01% | 466 |
|
|
2020
Q4 | – | Sell |
-4
| Closed | -$1K | – | 403 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 388 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 406 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 415 |
|