McKinley Carter Wealth Services’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $605K | Sell |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $5.58M | Buy |
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|
2021
Q4 | $6.39M | Sell |
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|
2021
Q3 | $5.84M | Buy |
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|
2021
Q2 | $5.55M | Buy |
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|
2021
Q1 | $4.75M | Buy |
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|
2020
Q4 | $4.17M | Buy |
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|
2020
Q3 | $3.99M | Buy |
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|
2020
Q2 | $3.32M | Buy |
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|
2020
Q1 | $1.84M | Buy |
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