GYL Financial Synergies’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.15M | Buy |
4,166
+57
| +1% | +$29.4K | 0.16% | 120 |
|
|
2024
Q2 | $1.83M | Buy |
4,109
+173
| +4% | +$77.2K | 0.14% | 132 |
|
|
2024
Q1 | $1.67M | Buy |
3,936
+101
| +3% | +$43K | 0.13% | 138 |
|
|
2023
Q4 | $1.69M | Buy |
3,835
+25
| +0.7% | +$11K | 0.14% | 136 |
|
|
2023
Q3 | $1.39M | Buy |
3,810
+2
| +0.1% | +$731 | 0.14% | 143 |
|
|
2023
Q2 | $1.53M | Sell |
3,808
-9
| -0.2% | -$3.61K | 0.14% | 135 |
|
|
2023
Q1 | $1.32M | Sell |
3,817
-78
| -2% | -$26.9K | 0.16% | 103 |
|
|
2022
Q4 | $1.3M | Buy |
3,895
+2,648
| +212% | +$887K | 0.28% | 54 |
|
|
2022
Q3 | $381K | Sell |
1,247
-4
| -0.3% | -$1.22K | 0.1% | 129 |
|
|
2022
Q2 | $422K | Sell |
1,251
-18
| -1% | -$6.07K | 0.12% | 113 |
|
|
2022
Q1 | $521K | Sell |
1,269
-204
| -14% | -$83.8K | 0.12% | 103 |
|
|
2021
Q4 | $695K | Sell |
1,473
-150
| -9% | -$70.8K | 0.19% | 94 |
|
|
2021
Q3 | $690K | Sell |
1,623
-228
| -12% | -$96.9K | 0.35% | 67 |
|
|
2021
Q2 | $760K | Buy |
1,851
+84
| +5% | +$34.5K | 0.39% | 63 |
|
|
2021
Q1 | $624K | Hold |
1,767
| – | – | 0.34% | 70 |
|
|
2020
Q4 | $581K | Hold |
1,767
| – | – | 0.33% | 73 |
|
|
2020
Q3 | $637K | Hold |
1,767
| – | – | 0.42% | 57 |
|
|
2020
Q2 | $582K | Buy |
1,767
+4
| +0.2% | +$1.32K | 0.42% | 60 |
|
|
2020
Q1 | $432K | Sell |
1,763
-188
| -10% | -$46.1K | 0.28% | 68 |
|
|
2019
Q4 | $533K | Buy |
1,951
+50
| +3% | +$13.7K | 0.24% | 75 |
|
|
2019
Q3 | $466K | Hold |
1,901
| – | – | 0.23% | 84 |
|
|
2019
Q2 | $433K | Sell |
1,901
-33
| -2% | -$7.52K | 0.23% | 75 |
|
|
2019
Q1 | $407K | Hold |
1,934
| – | – | 0.23% | 80 |
|
|
2018
Q4 | $329K | Buy |
+1,934
| New | +$329K | 0.24% | 87 |
|