FFG
Frisch Financial Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-882
| Closed | -$394K | – | 144 |
|
|
2024
Q2 | $394K | Buy |
+882
| New | +$394K | 0.12% | 84 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$1.1M | – | 130 |
|
|
2023
Q3 | $1.1M | Sell |
3,000
-1,000
| -25% | -$365K | 0.44% | 38 |
|
|
2023
Q2 | $1.6M | Sell |
4,000
-1,000
| -20% | -$401K | 0.77% | 28 |
|
|
2023
Q1 | $1.72M | Hold |
5,000
| – | – | 0.67% | 34 |
|
|
2022
Q4 | $1.68M | Hold |
5,000
| – | – | 0.63% | 39 |
|
|
2022
Q3 | $1.53M | Sell |
5,000
-1,030
| -17% | -$315K | 0.65% | 36 |
|
|
2022
Q2 | $2.03M | Hold |
6,030
| – | – | 0.78% | 30 |
|
|
2022
Q1 | $2.47M | Sell |
6,030
-153
| -2% | -$62.7K | 0.79% | 34 |
|
|
2021
Q4 | $2.92M | Buy |
+6,183
| New | +$2.92M | 0.91% | 32 |
|