Frontier Wealth Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$7.74M Buy
2022
Q1
$7.34M Buy
2021
Q4
$4.3M Hold
2021
Q3
$3.87M Buy
2021
Q2
$3.74M Hold
2021
Q1
$3.21M Sell
2020
Q4
$3.01M Buy
2020
Q3
$2.56M Sell
2020
Q2
$2.95M Sell
2020
Q1
$3.65M Buy
2019
Q4
$1.62M Buy
2019
Q3
$1.32M Buy
2019
Q2
$884K Hold
2019
Q1
$817K Buy
2018
Q4
$403K Buy
2018
Q3
$303K Hold
2018
Q2
$316K Hold
2018
Q1
$296K Buy
2016
Q4
Sell
2016
Q3
$260K Buy