Financial Synergies Wealth Advisors’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 | – | Sell |
-5
| Closed | -$2.13K | – | 413 |
|
|
2024
Q1 | $2.13K | Sell |
5
-1
| -17% | -$426 | ﹤0.01% | 322 |
|
|
2023
Q4 | $2.01K | Buy |
6
+1
| +20% | +$335 | ﹤0.01% | 246 |
|
|
2023
Q3 | $1.83K | Hold |
5
| – | – | ﹤0.01% | 306 |
|
|
2023
Q2 | $2.01K | Sell |
5
-1
| -17% | -$401 | ﹤0.01% | 294 |
|
|
2023
Q1 | $2.07K | Hold |
6
| – | – | ﹤0.01% | 298 |
|
|
2022
Q4 | $2.01K | Hold |
6
| – | – | ﹤0.01% | 246 |
|
|
2022
Q3 | $1.83K | Hold |
6
| – | – | ﹤0.01% | 227 |
|
|
2022
Q2 | $2.02K | Buy |
+6
| New | +$2.02K | ﹤0.01% | 233 |
|