First Allied Advisory Services’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
Q3 | $509K | Buy |
1,411
+412
| +41% | +$149K | 0.02% | 697 |
|
|
2020
Q2 | $329K | Sell |
999
-183
| -15% | -$60.3K | 0.01% | 799 |
|
|
2020
Q1 | $290K | Buy |
1,182
+336
| +40% | +$82.4K | 0.01% | 772 |
|
|
2019
Q4 | $234K | Sell |
846
-407
| -32% | -$113K | 0.01% | 1045 |
|
|
2019
Q3 | $305K | Buy |
1,253
+357
| +40% | +$86.9K | 0.01% | 893 |
|
|
2019
Q2 | $204K | Buy |
+896
| New | +$204K | 0.01% | 1090 |
|
|
2018
Q3 | – | Sell |
-1,065
| Closed | -$217K | – | 1237 |
|
|
2018
Q2 | $217K | Sell |
1,065
-48
| -4% | -$9.78K | 0.01% | 1031 |
|
|
2018
Q1 | $213K | Buy |
+1,113
| New | +$213K | 0.01% | 1016 |
|