Financial Architects (New Jersey)’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7
| Closed | -$2K | – | 916 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 849 |
|
|
2019
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 905 |
|
|
2019
Q2 | $2K | Sell |
7
-421
| -98% | -$120K | ﹤0.01% | 987 |
|
|
2019
Q1 | $90K | Sell |
428
-8
| -2% | -$1.68K | 0.02% | 438 |
|
|
2018
Q4 | $74K | Sell |
436
-58
| -12% | -$9.84K | 0.01% | 428 |
|
|
2018
Q3 | $96K | Sell |
494
-10
| -2% | -$1.94K | 0.02% | 417 |
|
|
2018
Q2 | $102K | Sell |
504
-11
| -2% | -$2.23K | 0.02% | 402 |
|
|
2018
Q1 | $98K | Sell |
515
-14
| -3% | -$2.66K | 0.02% | 413 |
|
|
2017
Q4 | $89K | Buy |
529
+504
| +2,016% | +$84.8K | 0.01% | 463 |
|
|
2017
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 1239 |
|
|
2017
Q1 | $3K | Sell |
25
-12
| -32% | -$1.44K | ﹤0.01% | 1292 |
|
|
2016
Q4 | $4K | Sell |
37
-56
| -60% | -$6.05K | ﹤0.01% | 1177 |
|
|
2016
Q3 | $12K | Sell |
93
-138
| -60% | -$17.8K | ﹤0.01% | 945 |
|
|
2016
Q2 | $25K | Buy |
+231
| New | +$25K | 0.01% | 719 |
|