Harvest Group Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-182
| Closed | -$60K | – | 617 |
|
|
2020
Q4 | $60K | Buy |
182
+21
| +13% | +$6.92K | 0.04% | 96 |
|
|
2020
Q3 | $58K | Hold |
161
| – | – | 0.04% | 88 |
|
|
2020
Q2 | $53K | Hold |
161
| – | – | 0.04% | 80 |
|
|
2020
Q1 | $39K | Sell |
161
-19
| -11% | -$4.6K | 0.04% | 85 |
|
|
2019
Q4 | $49K | Sell |
180
-2
| -1% | -$544 | 0.04% | 78 |
|
|
2019
Q3 | $45K | Buy |
182
+62
| +52% | +$15.3K | 0.06% | 82 |
|
|
2019
Q2 | $27K | Sell |
120
-14
| -10% | -$3.15K | 0.03% | 120 |
|
|
2019
Q1 | $28K | Buy |
+134
| New | +$28K | 0.03% | 132 |
|