First Personal Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.9K | Buy |
+56
| New | +$28.9K | 0.01% | 235 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$3K | – | 490 |
|
|
2019
Q4 | $3K | Sell |
12
-214
| -95% | -$53.5K | ﹤0.01% | 341 |
|
|
2019
Q3 | $55K | Sell |
226
-10
| -4% | -$2.43K | 0.02% | 232 |
|
|
2019
Q2 | $54K | Buy |
236
+12
| +5% | +$2.75K | 0.02% | 274 |
|
|
2019
Q1 | $47K | Sell |
224
-12
| -5% | -$2.52K | 0.01% | 288 |
|
|
2018
Q4 | $40K | Sell |
236
-21
| -8% | -$3.56K | 0.01% | 287 |
|
|
2018
Q3 | $50K | Buy |
257
+93
| +57% | +$18.1K | 0.02% | 288 |
|
|
2018
Q2 | $33K | Sell |
164
-194
| -54% | -$39K | 0.01% | 333 |
|
|
2018
Q1 | $69K | Hold |
358
| – | – | 0.02% | 371 |
|
|
2017
Q4 | $61K | Buy |
358
+134
| +60% | +$22.8K | 0.01% | 429 |
|
|
2017
Q3 | $35K | Hold |
224
| – | – | 0.01% | 490 |
|
|
2017
Q2 | $33K | Hold |
224
| – | – | 0.01% | 494 |
|
|
2017
Q1 | $29K | Sell |
224
-20
| -8% | -$2.59K | 0.01% | 501 |
|
|
2016
Q4 | $26K | Buy |
244
+132
| +118% | +$14.1K | 0.01% | 502 |
|
|
2016
Q3 | $14K | Sell |
112
-26
| -19% | -$3.25K | ﹤0.01% | 504 |
|
|
2016
Q2 | $15K | Buy |
+138
| New | +$15K | 0.01% | 474 |
|