Elite Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $2.9M | Sell |
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|
2022
Q1 | $3.64M | Sell |
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|
2021
Q4 | $4.44M | Sell |
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|
2021
Q3 | $4.27M | Sell |
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|
2021
Q2 | $4.27K | Buy |
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|
2021
Q1 | $3.54K | Buy |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.24M | Sell |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.36M | Buy |
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|
2018
Q2 | $1.42M | Buy |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $952K | Buy |
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