Ironwood 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
Q4 | – | Sell |
-70
| Closed | -$30K | – | 473 |
|
|
2021
Q3 | $30K | Hold |
70
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $29K | Hold |
70
| – | – | 0.01% | 242 |
|
|
2021
Q1 | $25K | Hold |
70
| – | – | 0.01% | 236 |
|
|
2020
Q4 | $23K | Hold |
70
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $25K | Hold |
70
| – | – | 0.01% | 175 |
|
|
2020
Q2 | $23K | Hold |
70
| – | – | 0.01% | 171 |
|
|
2020
Q1 | $17K | Sell |
70
-55
| -44% | -$13.4K | 0.01% | 168 |
|
|
2019
Q4 | $34K | Hold |
125
| – | – | 0.02% | 148 |
|
|
2019
Q3 | $31K | Hold |
125
| – | – | 0.01% | 157 |
|
|
2019
Q2 | $28K | Hold |
125
| – | – | 0.01% | 168 |
|
|
2019
Q1 | $26K | Hold |
125
| – | – | 0.01% | 169 |
|
|
2018
Q4 | $21K | Buy |
+125
| New | +$21K | 0.01% | 178 |
|