Evolution Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-53
| Closed | -$23K | – | 555 |
|
|
2021
Q3 | $23K | Hold |
53
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $22K | Hold |
53
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $19K | Sell |
53
-39
| -42% | -$14K | ﹤0.01% | 306 |
|
|
2020
Q4 | $30K | Buy |
92
+39
| +74% | +$12.7K | 0.01% | 222 |
|
|
2020
Q3 | $19K | Hold |
53
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $17K | Buy |
+53
| New | +$17K | 0.01% | 225 |
|
|
2020
Q1 | – | Sell |
-165
| Closed | -$45K | – | 606 |
|
|
2019
Q4 | $45K | Buy |
165
+134
| +432% | +$36.5K | 0.01% | 159 |
|
|
2019
Q3 | $8K | Hold |
31
| – | – | ﹤0.01% | 216 |
|
|
2019
Q2 | $7K | Buy |
+31
| New | +$7K | ﹤0.01% | 218 |
|