FAS Wealth Partners’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
Q2 | – | Sell |
-525
| Closed | -$215K | – | 414 |
|
|
2022
Q1 | $215K | Hold |
525
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $248K | Sell |
525
-90
| -15% | -$42.5K | 0.02% | 264 |
|
|
2021
Q3 | $261K | Hold |
615
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $252K | Hold |
615
| – | – | 0.02% | 250 |
|
|
2021
Q1 | $217K | Hold |
615
| – | – | 0.02% | 246 |
|
|
2020
Q4 | $202K | Buy |
+615
| New | +$202K | 0.02% | 246 |
|