Liberty 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
2021
Q4
Sell
-414
Closed -$182K 966
2021
Q3
$182K Buy
414
+207
+100% +$91K 0.06% 176
2021
Q2
$85K Hold
207
0.03% 238
2021
Q1
$66K Hold
207
0.03% 238
2020
Q4
$66K Buy
207
+1
+0.5% +$319 0.03% 235
2020
Q3
$74K Sell
206
-16
-7% -$5.75K 0.04% 186
2020
Q2
$73K Buy
222
+103
+87% +$33.9K 0.05% 180
2020
Q1
$29K Buy
+119
New +$29K 0.03% 296