First Western Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-16,041
| Closed | -$2.72M | – | 69 |
|
|
2017
Q4 | $2.72M | Sell |
16,041
-61
| -0.4% | -$10.3K | 1.54% | 32 |
|
|
2017
Q3 | $2.52M | Sell |
16,102
-644
| -4% | -$101K | 1.53% | 32 |
|
|
2017
Q2 | $2.45M | Sell |
16,746
-381
| -2% | -$55.6K | 1.48% | 34 |
|
|
2017
Q1 | $2.24M | Sell |
17,127
-960
| -5% | -$126K | 1.35% | 35 |
|
|
2016
Q4 | $1.95M | Sell |
18,087
-686
| -4% | -$73.8K | 1.06% | 38 |
|
|
2016
Q3 | $2.38M | Sell |
18,773
-844
| -4% | -$107K | 0.93% | 43 |
|
|
2016
Q2 | $2.1M | Buy |
+19,617
| New | +$2.1M | 0.77% | 56 |
|