ML
McAdam LLC’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-434
| Closed | -$205K | – | 272 |
|
|
2022
Q4 | $205K | Buy |
+434
| New | +$205K | 0.02% | 181 |
|
|
2022
Q1 | – | Sell |
-434
| Closed | -$205K | – | 218 |
|
|
2021
Q4 | $205K | Buy |
+434
| New | +$205K | 0.02% | 181 |
|
|
2018
Q4 | – | Sell |
-399
| Closed | -$78K | – | 525 |
|
|
2018
Q3 | $78K | Sell |
399
-6
| -1% | -$1.17K | 0.03% | 133 |
|
|
2018
Q2 | $83K | Sell |
405
-26
| -6% | -$5.33K | 0.03% | 115 |
|
|
2018
Q1 | $82K | Buy |
+431
| New | +$82K | 0.04% | 115 |
|