Halpern Financial’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 | $154K | Hold |
300
| – | – | 0.04% | 60 |
|
|
2024
Q2 | $134K | Sell |
300
-50
| -14% | -$22.3K | 0.04% | 61 |
|
|
2024
Q1 | $149K | Hold |
350
| – | – | 0.04% | 56 |
|
|
2023
Q4 | $150K | Hold |
350
| – | – | 0.05% | 54 |
|
|
2023
Q3 | $128K | Sell |
350
-21
| -6% | -$7.67K | 0.04% | 56 |
|
|
2023
Q2 | $149K | Buy |
371
+21
| +6% | +$8.42K | 0.05% | 54 |
|
|
2023
Q1 | $121K | Hold |
350
| – | – | 0.04% | 57 |
|
|
2022
Q4 | $117K | Hold |
350
| – | – | 0.04% | 57 |
|
|
2022
Q3 | $107K | Sell |
350
-12
| -3% | -$3.66K | 0.04% | 58 |
|
|
2022
Q2 | $122K | Buy |
362
+12
| +3% | +$4.05K | 0.05% | 59 |
|
|
2022
Q1 | $144K | Sell |
350
-52
| -13% | -$21.3K | 0.05% | 71 |
|
|
2021
Q4 | $190K | Hold |
402
| – | – | 0.08% | 44 |
|
|
2021
Q3 | $171K | Buy |
+402
| New | +$171K | 0.08% | 44 |
|