Gradient Investments’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-213
| Closed | -$95K | – | 1138 |
|
|
2024
Q2 | $95K | Buy |
213
+200
| +1,538% | +$89.2K | ﹤0.01% | 406 |
|
|
2024
Q1 | $5.53K | Sell |
13
-114
| -90% | -$48.5K | ﹤0.01% | 715 |
|
|
2023
Q4 | $55.9K | Sell |
127
-1
| -0.8% | -$441 | ﹤0.01% | 522 |
|
|
2023
Q3 | $46.8K | Buy |
128
+96
| +300% | +$35.1K | ﹤0.01% | 520 |
|
|
2023
Q2 | $12.8K | Buy |
32
+28
| +700% | +$11.2K | ﹤0.01% | 767 |
|
|
2023
Q1 | $1.38K | Sell |
4
-2
| -33% | -$690 | ﹤0.01% | 1157 |
|
|
2022
Q4 | $2.01K | Sell |
6
-10
| -63% | -$3.35K | ﹤0.01% | 1089 |
|
|
2022
Q3 | $5K | Buy |
16
+7
| +78% | +$2.19K | ﹤0.01% | 970 |
|
|
2022
Q2 | $3K | Sell |
9
-5
| -36% | -$1.67K | ﹤0.01% | 1004 |
|
|
2022
Q1 | $6K | Hold |
14
| – | – | ﹤0.01% | 869 |
|
|
2021
Q4 | $7K | Hold |
14
| – | – | ﹤0.01% | 882 |
|
|
2021
Q3 | $6K | Sell |
14
-1
| -7% | -$429 | ﹤0.01% | 860 |
|
|
2021
Q2 | $6K | Buy |
15
+10
| +200% | +$4K | ﹤0.01% | 856 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 981 |
|
|
2020
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 986 |
|
|
2020
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 914 |
|
|
2020
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1038 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1043 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$10K | – | 995 |
|
|
2018
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 588 |
|
|
2018
Q3 | $12K | Hold |
60
| – | – | ﹤0.01% | 602 |
|
|
2018
Q2 | $12K | Sell |
60
-2
| -3% | -$400 | ﹤0.01% | 580 |
|
|
2018
Q1 | $12K | Sell |
62
-8
| -11% | -$1.55K | ﹤0.01% | 598 |
|
|
2017
Q4 | $12K | Buy |
+70
| New | +$12K | ﹤0.01% | 565 |
|