DY
Dowling & Yahnke’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $221K | Buy |
723
+27
| +4% | +$8.25K | 0.01% | 341 |
|
|
2022
Q2 | $235K | Sell |
696
-63
| -8% | -$21.3K | 0.01% | 335 |
|
|
2022
Q1 | $311K | Buy |
759
+62
| +9% | +$25.4K | 0.01% | 309 |
|
|
2021
Q4 | $329K | Buy |
697
+50
| +8% | +$23.6K | 0.02% | 309 |
|
|
2021
Q3 | $275K | Buy |
647
+32
| +5% | +$13.6K | 0.02% | 318 |
|
|
2021
Q2 | $252K | Hold |
615
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $217K | Buy |
+615
| New | +$217K | 0.01% | 321 |
|
|
2020
Q4 | – | Sell |
-595
| Closed | -$215K | – | 330 |
|
|
2020
Q3 | $215K | Buy |
+595
| New | +$215K | 0.02% | 291 |
|
|
2019
Q2 | – | Sell |
-1,470
| Closed | -$310K | – | 299 |
|
|
2019
Q1 | $310K | Buy |
1,470
+2
| +0.1% | +$422 | 0.03% | 229 |
|
|
2018
Q4 | $268K | Hold |
1,468
| – | – | 0.03% | 228 |
|
|
2018
Q3 | $287K | Hold |
1,468
| – | – | 0.03% | 254 |
|
|
2018
Q2 | $299K | Hold |
1,468
| – | – | 0.03% | 245 |
|
|
2018
Q1 | $280K | Hold |
1,468
| – | – | 0.03% | 254 |
|
|
2017
Q4 | $249K | Hold |
1,468
| – | – | 0.02% | 269 |
|
|
2017
Q3 | $229K | Hold |
1,468
| – | – | 0.02% | 263 |
|
|
2017
Q2 | $214K | Buy |
+1,468
| New | +$214K | 0.02% | 264 |
|