Kelly Lawrence W & Associates’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
Q1 | – | Sell |
-283
| Closed | -$125K | – | 185 |
|
|
2023
Q4 | $125K | Hold |
283
| – | – | 0.03% | 92 |
|
|
2023
Q3 | $103K | Hold |
283
| – | – | 0.03% | 94 |
|
|
2023
Q2 | $111K | Hold |
283
| – | – | 0.03% | 87 |
|
|
2023
Q1 | $97.6K | Hold |
283
| – | – | 0.03% | 89 |
|
|
2022
Q4 | $94.8K | Hold |
283
| – | – | 0.03% | 86 |
|
|
2022
Q3 | $86K | Hold |
283
| – | – | 0.02% | 102 |
|
|
2022
Q2 | $95K | Hold |
283
| – | – | 0.03% | 99 |
|
|
2022
Q1 | $116K | Buy |
+283
| New | +$116K | 0.02% | 91 |
|