Financial Gravity Asset Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $446 | Sell |
1
-52
| -98% | -$23.2K | ﹤0.01% | 927 |
|
|
2024
Q1 | $22.8K | Buy |
53
+2
| +4% | +$862 | ﹤0.01% | 511 |
|
|
2023
Q4 | $20.4K | Buy |
51
+23
| +82% | +$9.21K | ﹤0.01% | 689 |
|
|
2023
Q3 | $9.95K | Sell |
28
-373
| -93% | -$133K | ﹤0.01% | 596 |
|
|
2023
Q2 | $3.63K | Buy |
401
+56
| +16% | +$506 | 0.01% | 539 |
|
|
2023
Q1 | $1.59K | Buy |
345
+10
| +3% | +$46 | 0.05% | 323 |
|
|
2022
Q4 | $13.6K | Sell |
335
-6,680
| -95% | -$271K | 0.07% | 174 |
|
|
2022
Q3 | $6.22K | Sell |
7,015
-7,139
| -50% | -$6.33K | 0.21% | 82 |
|
|
2022
Q2 | $7.08K | Sell |
14,154
-3,087
| -18% | -$1.55K | 0.22% | 86 |
|
|
2022
Q1 | $15.8K | Sell |
17,241
-6,831
| -28% | -$6.25K | 0.44% | 52 |
|
|
2021
Q4 | $12.4K | Buy |
24,072
+24,045
| +89,056% | +$12.4K | 0.28% | 84 |
|
|
2021
Q3 | $425K | Sell |
27
-5
| -16% | -$78.7K | 0.2% | 91 |
|
|
2021
Q2 | $410K | Buy |
+32
| New | +$410K | 0.15% | 95 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 1692 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1554 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1540 |
|
|
2018
Q3 | $57K | Buy |
329
+314
| +2,093% | +$54.4K | 0.06% | 288 |
|
|
2018
Q2 | $3K | Sell |
15
-315
| -95% | -$63K | ﹤0.01% | 910 |
|
|
2018
Q1 | $62K | Buy |
+330
| New | +$62K | 0.06% | 261 |
|