FMA Advisory’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
2021
Q3
$1.03M Buy
2021
Q2
$995K Buy
2021
Q1
$855K Buy
2020
Q4
$796K Buy
2020
Q3
$872K Sell
2020
Q2
$806K Buy
2020
Q1
$599K Buy
2019
Q4
$667K Buy
2019
Q3
$598K Buy
2019
Q2
$556K Sell
2019
Q1
$615K Buy
2018
Q4
$492K Sell
2018
Q3
$604K Sell
2018
Q2
$639K Sell
2018
Q1
$630K Sell
2017
Q4
$583K Buy
2017
Q3
$490K Buy
2017
Q2
$458 Sell
2017
Q1
$462K Buy