DSC 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,278
| Closed | -$390K | – | 79 |
|
2022
Q3 | $390K | Sell |
1,278
-321
| -20% | -$98K | 0.4% | 50 |
|
2022
Q2 | $539K | Buy |
1,599
+307
| +24% | +$103K | 0.54% | 33 |
|
2022
Q1 | $530K | Buy |
1,292
+656
| +103% | +$269K | 0.18% | 45 |
|
2021
Q4 | $300K | Buy |
636
+112
| +21% | +$52.8K | 0.23% | 52 |
|
2021
Q3 | $223K | Buy |
+524
| New | +$223K | 0.23% | 60 |
|