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 |
|