Householder Group Estate & Retirement Specialist’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
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $2K | Sell |
5
-57
| -92% | -$22.8K | ﹤0.01% | 1058 |
|
|
2024
Q2 | $27K | Buy |
62
+5
| +9% | +$2.18K | 0.01% | 608 |
|
|
2024
Q1 | $24.3K | Sell |
57
-2
| -3% | -$851 | 0.01% | 634 |
|
|
2023
Q4 | $25K | Hold |
59
| – | – | 0.01% | 593 |
|
|
2023
Q3 | $21.6K | Buy |
+59
| New | +$21.6K | 0.01% | 625 |
|
|
2023
Q1 | $60K | Sell |
173
-52
| -23% | -$18K | 0.02% | 406 |
|
|
2022
Q4 | $75K | Hold |
225
| – | – | 0.11% | 89 |
|
|
2022
Q3 | $68K | Buy |
+225
| New | +$68K | 0.03% | 335 |
|