Horan Securities’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23
| Closed | -$9.22K | – | 579 |
|
|
2023
Q2 | $9.22K | Hold |
23
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $7.93K | Hold |
23
| – | – | ﹤0.01% | 417 |
|
|
2022
Q4 | $7.7K | Buy |
+23
| New | +$7.7K | ﹤0.01% | 404 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$4K | – | 775 |
|
|
2022
Q2 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 455 |
|