Lenox Wealth 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
2020
Q2
$163K Buy
+497
New +$163K 0.05% 159
2019
Q4
Sell
-83
Closed -$20K 742
2019
Q3
$20K Buy
+83
New +$20K 0.01% 360