Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-9
| Closed | -$3K | – | 532 |
|
|
2022
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 563 |
|
|
2022
Q1 | $4K | Hold |
9
| – | – | ﹤0.01% | 606 |
|
|
2021
Q4 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 670 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$20K | – | 742 |
|
|
2020
Q4 | $20K | Buy |
+60
| New | +$20K | ﹤0.01% | 488 |
|