KCPG
Kavar Capital Partners Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-570
| Closed | -$234K | – | 176 |
|
|
2022
Q1 | $234K | Hold |
570
| – | – | 0.05% | 137 |
|
|
2021
Q4 | $269K | Hold |
570
| – | – | 0.06% | 140 |
|
|
2021
Q3 | $242K | Hold |
570
| – | – | 0.06% | 152 |
|
|
2021
Q2 | $234K | Hold |
570
| – | – | 0.06% | 137 |
|
|
2021
Q1 | $201K | Buy |
+570
| New | +$201K | 0.05% | 138 |
|
|
2020
Q4 | – | Sell |
-570
| Closed | -$206K | – | 154 |
|
|
2020
Q3 | $206K | Buy |
+570
| New | +$206K | 0.07% | 137 |
|
|
2020
Q2 | – | Sell |
-940
| Closed | -$230K | – | 127 |
|
|
2020
Q1 | $230K | Hold |
940
| – | – | 0.11% | 105 |
|
|
2019
Q4 | $257K | Sell |
940
-100
| -10% | -$27.3K | 0.1% | 113 |
|
|
2019
Q3 | $255K | Hold |
1,040
| – | – | 0.1% | 118 |
|
|
2019
Q2 | $237K | Hold |
1,040
| – | – | 0.09% | 112 |
|
|
2019
Q1 | $219K | Buy |
+1,040
| New | +$219K | 0.1% | 118 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$102K | – | 339 |
|
|
2018
Q2 | $102K | Hold |
500
| – | – | 0.05% | 143 |
|
|
2018
Q1 | $96K | Buy |
+500
| New | +$96K | 0.05% | 148 |
|