Gould Capital’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 |
-11
| Closed | -$3.79K | – | 200 |
|
|
2023
Q1 | $3.79K | Sell |
11
-2,269
| -100% | -$782K | ﹤0.01% | 176 |
|
|
2022
Q4 | $764K | Sell |
2,280
-256
| -10% | -$85.7K | 0.61% | 39 |
|
|
2022
Q3 | $774K | Sell |
2,536
-8
| -0.3% | -$2.44K | 0.67% | 38 |
|
|
2022
Q2 | $857K | Sell |
2,544
-37
| -1% | -$12.5K | 0.69% | 40 |
|
|
2022
Q1 | $1.06M | Buy |
+2,581
| New | +$1.06M | 0.76% | 38 |
|