Edge Capital Group’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
Q2 | – | Sell |
-526
| Closed | -$181K | – | 388 |
|
|
2023
Q1 | $181K | Sell |
526
-97
| -16% | -$33.4K | 0.01% | 305 |
|
|
2022
Q4 | $209K | Buy |
623
+252
| +68% | +$84.4K | 0.01% | 280 |
|
|
2022
Q3 | $113K | Buy |
371
+15
| +4% | +$4.57K | 0.01% | 302 |
|
|
2022
Q2 | $120K | Buy |
+356
| New | +$120K | 0.01% | 300 |
|