Lenox Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $59K | Buy |
144
+76
| +112% | +$31.1K | 0.01% | 232 |
|
|
2021
Q4 | $32K | Buy |
68
+8
| +13% | +$3.77K | ﹤0.01% | 328 |
|
|
2021
Q3 | $25K | Buy |
60
+2
| +3% | +$833 | ﹤0.01% | 329 |
|
|
2021
Q2 | $24K | Hold |
58
| – | – | ﹤0.01% | 330 |
|
|
2021
Q1 | $20K | Sell |
58
-52
| -47% | -$17.9K | ﹤0.01% | 313 |
|
|
2020
Q4 | $36K | Sell |
110
-74
| -40% | -$24.2K | 0.01% | 231 |
|
|
2020
Q3 | $66K | Hold |
184
| – | – | 0.01% | 137 |
|
|
2020
Q2 | $61K | Sell |
184
-36
| -16% | -$11.9K | 0.01% | 139 |
|
|
2020
Q1 | $54K | Buy |
220
+29
| +15% | +$7.12K | 0.01% | 130 |
|
|
2019
Q4 | $52K | Buy |
191
+16
| +9% | +$4.36K | 0.01% | 174 |
|
|
2019
Q3 | $43K | Buy |
175
+33
| +23% | +$8.11K | 0.01% | 171 |
|
|
2019
Q2 | $32K | Sell |
142
-21
| -13% | -$4.73K | 0.01% | 178 |
|
|
2019
Q1 | $34K | Buy |
163
+21
| +15% | +$4.38K | 0.01% | 159 |
|
|
2018
Q4 | $24K | Hold |
142
| – | – | 0.01% | 183 |
|
|
2018
Q3 | $28K | Buy |
142
+31
| +28% | +$6.11K | 0.01% | 179 |
|
|
2018
Q2 | $23K | Buy |
+111
| New | +$23K | 0.01% | 237 |
|