LFA
Lighthouse Financial Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.9M | Sell |
8,224
-286
| -3% | -$101K | 0.88% | 25 |
|
|
2020
Q4 | $2.8M | Buy |
8,510
+44
| +0.5% | +$14.5K | 0.95% | 29 |
|
|
2020
Q3 | $3.05M | Sell |
8,466
-59
| -0.7% | -$21.3K | 1.16% | 18 |
|
|
2020
Q2 | $2.78M | Buy |
8,525
+26
| +0.3% | +$8.48K | 1.17% | 19 |
|
|
2020
Q1 | $2.07M | Sell |
8,499
-77
| -0.9% | -$18.8K | 1.26% | 18 |
|
|
2019
Q4 | $2.34M | Buy |
+8,576
| New | +$2.34M | 1.1% | 17 |
|