Fortis Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$8.62K | – | 229 |
|
|
2023
Q1 | $8.62K | Hold |
25
| – | – | 0.01% | 209 |
|
|
2022
Q4 | $8.37K | Hold |
25
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $8K | Hold |
25
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $8K | Hold |
25
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $10K | Hold |
25
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $12K | Hold |
25
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $11K | Hold |
25
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $10K | Hold |
25
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $9K | Hold |
25
| – | – | 0.01% | 196 |
|
|
2020
Q4 | $8K | Buy |
+25
| New | +$8K | 0.01% | 152 |
|
|
2020
Q2 | – | Sell |
-727
| Closed | -$178K | – | 309 |
|
|
2020
Q1 | $178K | Buy |
727
+33
| +5% | +$8.08K | 0.12% | 89 |
|
|
2019
Q4 | $189K | Buy |
+694
| New | +$189K | 0.11% | 131 |
|