FA
Fiducient Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-895
| Closed | -$300K | – | 148 |
|
|
2022
Q4 | $300K | Hold |
895
| – | – | 0.09% | 138 |
|
|
2022
Q3 | $273K | Hold |
895
| – | – | 0.13% | 47 |
|
|
2022
Q2 | $302K | Hold |
895
| – | – | 0.11% | 67 |
|
|
2022
Q1 | $367K | Hold |
895
| – | – | 0.14% | 43 |
|
|
2021
Q4 | $422K | Buy |
+895
| New | +$422K | 0.13% | 34 |
|