Lenox Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $20K | Sell |
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|
2020
Q4 | $36K | Sell |
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|
2020
Q3 | $66K | Hold |
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|
2020
Q2 | $61K | Sell |
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|
2020
Q1 | $54K | Buy |
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|
2019
Q4 | $52K | Buy |
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|
2019
Q3 | $43K | Buy |
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|
2019
Q2 | $32K | Sell |
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|
2019
Q1 | $34K | Buy |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $28K | Buy |
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|
2018
Q2 | $23K | Buy |
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