Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.74M | Buy |
22,968
+4,502
| +24% | +$1.52M | 0.56% | 48 |
|
|
2022
Q1 | $7.34M | Buy |
18,466
+9,361
| +103% | +$3.72M | 0.09% | 42 |
|
|
2021
Q4 | $4.3M | Hold |
9,105
| – | – | 0.28% | 76 |
|
|
2021
Q3 | $3.87M | Buy |
9,105
+4
| +0% | +$1.7K | 0.27% | 76 |
|
|
2021
Q2 | $3.74M | Hold |
9,101
| – | – | 0.26% | 79 |
|
|
2021
Q1 | $3.21M | Sell |
9,101
-50
| -0.5% | -$17.6K | 0.25% | 85 |
|
|
2020
Q4 | $3.01M | Buy |
9,151
+2,053
| +29% | +$675K | 0.25% | 78 |
|
|
2020
Q3 | $2.56M | Sell |
7,098
-1,843
| -21% | -$665K | 0.23% | 85 |
|
|
2020
Q2 | $2.95M | Sell |
8,941
-5,944
| -40% | -$1.96M | 0.27% | 70 |
|
|
2020
Q1 | $3.65M | Buy |
14,885
+8,956
| +151% | +$2.19M | 0.6% | 48 |
|
|
2019
Q4 | $1.62M | Buy |
5,929
+550
| +10% | +$150K | 0.26% | 88 |
|
|
2019
Q3 | $1.32M | Buy |
5,379
+1,500
| +39% | +$368K | 0.19% | 110 |
|
|
2019
Q2 | $884K | Hold |
3,879
| – | – | 0.13% | 129 |
|
|
2019
Q1 | $817K | Buy |
3,879
+1,510
| +64% | +$318K | 0.11% | 164 |
|
|
2018
Q4 | $403K | Buy |
2,369
+819
| +53% | +$139K | 0.06% | 230 |
|
|
2018
Q3 | $303K | Hold |
1,550
| – | – | 0.03% | 303 |
|
|
2018
Q2 | $316K | Hold |
1,550
| – | – | 0.05% | 283 |
|
|
2018
Q1 | $296K | Buy |
+1,550
| New | +$296K | 0.04% | 307 |
|
|
2016
Q4 | – | Sell |
-2,056
| Closed | -$260K | – | 411 |
|
|
2016
Q3 | $260K | Buy |
+2,056
| New | +$260K | 0.04% | 305 |
|