Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-203
| Closed | -$89.4K | – | 809 |
|
|
2023
Q4 | $89.4K | Hold |
203
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $74.2K | Hold |
203
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $81.4K | Hold |
203
| – | – | 0.01% | 234 |
|
|
2023
Q1 | $70K | Hold |
203
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $68K | Hold |
203
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $62K | Hold |
203
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $68K | Hold |
203
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $83K | Buy |
203
+3
| +2% | +$1.23K | 0.01% | 234 |
|
|
2021
Q4 | $94K | Hold |
200
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $85K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $82K | Buy |
+200
| New | +$82K | 0.01% | 320 |
|