Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $134K | Sell |
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|
2024
Q1 | $149K | Hold |
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|
2023
Q4 | $150K | Hold |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $149K | Buy |
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|
2023
Q1 | $121K | Hold |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $190K | Hold |
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|
2021
Q3 | $171K | Buy |
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