Freedman Financial Associates’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-177
| Closed | -$73K | – | 379 |
|
|
2022
Q1 | $73K | Hold |
177
| – | – | 0.05% | 149 |
|
|
2021
Q4 | $84K | Hold |
177
| – | – | 0.06% | 138 |
|
|
2021
Q3 | $75K | Buy |
177
+14
| +9% | +$5.93K | 0.05% | 147 |
|
|
2021
Q2 | $67K | Hold |
163
| – | – | 0.05% | 159 |
|
|
2021
Q1 | $57K | Hold |
163
| – | – | 0.05% | 176 |
|
|
2020
Q4 | $54K | Buy |
+163
| New | +$54K | 0.05% | 173 |
|