IRON Financial’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
Q3 | – | Sell |
-1,333
| Closed | -$547K | – | 122 |
|
|
2021
Q2 | $547K | Buy |
1,333
+289
| +28% | +$119K | 0.26% | 48 |
|
|
2021
Q1 | $369K | Buy |
+1,044
| New | +$369K | 0.19% | 58 |
|
|
2020
Q4 | – | Sell |
-634
| Closed | -$229K | – | 128 |
|
|
2020
Q3 | $229K | Buy |
+634
| New | +$229K | 0.13% | 91 |
|