Leelyn Smith’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-80
| Closed | -$26.8K | – | 375 |
|
|
2022
Q4 | $26.8K | Buy |
80
+25
| +45% | +$8.38K | 0.01% | 223 |
|
|
2022
Q3 | $17K | Sell |
55
-110
| -67% | -$34K | 0.01% | 249 |
|
|
2022
Q2 | $56K | Hold |
165
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $68K | Hold |
165
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $78K | Hold |
165
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $70K | Sell |
165
-42
| -20% | -$17.8K | 0.02% | 188 |
|
|
2021
Q2 | $85K | Sell |
207
-30
| -13% | -$12.3K | 0.03% | 174 |
|
|
2021
Q1 | $83K | Sell |
237
-9
| -4% | -$3.15K | 0.02% | 188 |
|
|
2020
Q4 | $81K | Buy |
246
+25
| +11% | +$8.23K | 0.03% | 179 |
|
|
2020
Q3 | $80K | Sell |
221
-144
| -39% | -$52.1K | 0.03% | 173 |
|
|
2020
Q2 | $120K | Hold |
365
| – | – | 0.05% | 143 |
|
|
2020
Q1 | $89K | Sell |
365
-3,899
| -91% | -$951K | 0.05% | 144 |
|
|
2019
Q4 | $1.16K | Buy |
+4,264
| New | +$1.16K | 0.56% | 59 |
|