Financial Architects (New Jersey)’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7	Closed	-$2K	–	917
2019 Q4	$2K	Hold	7	–	–	﹤0.01%	849
2019 Q3	$2K	Hold	7	–	–	﹤0.01%	921
2019 Q2	$2K	Sell	7 -421	-98%	-$92K	﹤0.01%	1101
2019 Q1	$90K	Sell	428 -8	-2%	-$1.55K	0.02%	488
2018 Q4	$74K	Sell	436 -58	-12%	-$10.4K	0.01%	471
2018 Q3	$96K	Sell	494 -10	-2%	-$2.06K	0.02%	477
2018 Q2	$102K	Sell	504 -11	-2%	-$2.17K	0.02%	402
2018 Q1	$98K	Sell	515 -14	-3%	-$2.58K	0.02%	458
2017 Q4	$89K	Buy	529 +504	+2,016%	+$82.3K	0.02%	521
2017 Q3	$4K	Hold	25	–	–	﹤0.01%	1324
2017 Q2	$4K	Hold	25	–	–	﹤0.01%	1352
2017 Q1	$3K	Sell	25 -12	-32%	-$1.49K	﹤0.01%	1397
2016 Q4	$4K	Sell	37 -56	-60%	-$6.69K	﹤0.01%	1198
2016 Q3	$12K	Sell	93 -138	-60%	-$16.6K	﹤0.01%	962
2016 Q2	$25K	Buy	+231	New	+$24.8K	0.01%	726