JOYN Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-364
| Closed | -$62K | – | 1206 |
|
2018
Q4 | $62K | Buy |
364
+301
| +478% | +$51.3K | 0.01% | 280 |
|
2018
Q3 | $12K | Buy |
63
+10
| +19% | +$1.91K | ﹤0.01% | 887 |
|
2018
Q2 | $11K | Buy |
53
+26
| +96% | +$5.4K | ﹤0.01% | 880 |
|
2018
Q1 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 874 |
|