Lee Capital Asset 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
2019
Q4
Sell
-4,373
Closed -$1.07M 32
2019
Q3
$1.07M Buy
+4,373
New +$1.07M 1.56% 21
2019
Q2
Sell
-17,150
Closed -$3.61M 22
2019
Q1
$3.61M Hold
17,150
5.39% 11
2018
Q4
$2.91M Buy
+17,150
New +$2.91M 3.4% 17