Donoghue Forlines’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,038
| Closed | -$836K | – | 288 |
|
|
2022
Q1 | $836K | Sell |
2,038
-1,894
| -48% | -$777K | 0.18% | 180 |
|
|
2021
Q4 | $1.86M | Buy |
+3,932
| New | +$1.86M | 0.31% | 66 |
|
|
2019
Q4 | – | Sell |
-9,727
| Closed | -$2.38M | – | 202 |
|
|
2019
Q3 | $2.38M | Buy |
+9,727
| New | +$2.38M | 0.34% | 103 |
|
|
2018
Q2 | – | Sell |
-13,325
| Closed | -$2.55M | – | 180 |
|
|
2018
Q1 | $2.55M | Buy |
+13,325
| New | +$2.55M | 0.22% | 75 |
|
|
2017
Q3 | – | Sell |
-1,370
| Closed | -$200K | – | 107 |
|
|
2017
Q2 | $200K | Buy |
+1,370
| New | +$200K | 0.02% | 86 |
|