Iron Gate Global Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-516
| Closed | -$207K | – | 87 |
|
|
2023
Q2 | $207K | Buy |
+516
| New | +$207K | 0.04% | 79 |
|
|
2023
Q1 | – | Sell |
-687
| Closed | -$230K | – | 84 |
|
|
2022
Q4 | $230K | Sell |
687
-19
| -3% | -$6.36K | 0.06% | 73 |
|
|
2022
Q3 | $217K | Sell |
706
-92
| -12% | -$28.3K | 0.06% | 72 |
|
|
2022
Q2 | $268K | Sell |
798
-18
| -2% | -$6.05K | 0.07% | 68 |
|
|
2022
Q1 | $334K | Buy |
816
+109
| +15% | +$44.6K | 0.08% | 65 |
|
|
2021
Q4 | $325K | Hold |
707
| – | – | 0.08% | 77 |
|
|
2021
Q3 | $300K | Buy |
707
+7
| +1% | +$2.97K | 0.08% | 76 |
|
|
2021
Q2 | $287K | Buy |
+700
| New | +$287K | 0.08% | 83 |
|