Endurance Wealth Management’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 | $234K | Sell |
584
-13
| -2% | -$5.21K | 0.03% | 180 |
|
|
2023
Q1 | $206K | Hold |
597
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $200K | Hold |
597
| – | – | 0.03% | 187 |
|
|
2022
Q3 | $182K | Hold |
597
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $201K | Hold |
597
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $245K | Buy |
597
+529
| +778% | +$217K | 0.03% | 189 |
|
|
2021
Q4 | $32K | Hold |
68
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $29K | Hold |
68
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $27K | Hold |
68
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $24K | Buy |
+68
| New | +$24K | ﹤0.01% | 432 |
|