Jamison Private Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9
| Closed | -$4.76K | – | 431 |
|
|
2024
Q3 | $4.76K | Hold |
9
| – | – | ﹤0.01% | 381 |
|
|
2024
Q2 | $4.1K | Hold |
9
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $3.9K | Hold |
9
| – | – | ﹤0.01% | 372 |
|
|
2023
Q4 | $4.03K | Hold |
9
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $3.34K | Buy |
+9
| New | +$3.34K | ﹤0.01% | 350 |
|