LA
Latitude Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,545
| Closed | -$634K | – | 297 |
|
|
2022
Q1 | $634K | Sell |
1,545
-243
| -14% | -$99.7K | 0.14% | 148 |
|
|
2021
Q4 | $844K | Buy |
1,788
+214
| +14% | +$101K | 0.24% | 89 |
|
|
2021
Q3 | $669K | Buy |
1,574
+775
| +97% | +$329K | 0.21% | 98 |
|
|
2021
Q2 | $328K | Buy |
799
+51
| +7% | +$20.9K | 0.24% | 99 |
|
|
2021
Q1 | $264K | Buy |
+748
| New | +$264K | 0.22% | 118 |
|