Insight Wealth Strategies’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.83M | Hold |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $2.22M | Buy |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $641K | Sell |
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|
2019
Q4 | $1.99M | Buy |
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|
2019
Q3 | $1.69M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $934K | Buy |
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|
2018
Q4 | $710K | Buy |
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