First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Sell |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $54K | Buy |
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|
2019
Q1 | $47K | Sell |
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|
2018
Q4 | $40K | Sell |
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|
2018
Q3 | $50K | Buy |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $69K | Hold |
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|
2017
Q4 | $61K | Buy |
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|
2017
Q3 | $35K | Hold |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $29K | Sell |
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|
2016
Q4 | $26K | Buy |
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|
2016
Q3 | $14K | Sell |
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|
2016
Q2 | $15K | Buy |
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