IMPACTfolio’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
Q1 | – | Sell |
-780
| Closed | -$261K | – | 55 |
|
|
2022
Q4 | $261K | Sell |
780
-26
| -3% | -$8.7K | 0.24% | 30 |
|
|
2022
Q3 | $246K | Sell |
806
-28
| -3% | -$8.55K | 0.24% | 35 |
|
|
2022
Q2 | $281K | Buy |
834
+4
| +0.5% | +$1.35K | 0.26% | 27 |
|
|
2022
Q1 | $340K | Buy |
+830
| New | +$340K | 0.25% | 31 |
|