Menard Financial Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-594
| Closed | -$200K | – | 99 |
|
|
2022
Q2 | $200K | Sell |
594
-1,934
| -77% | -$651K | 0.33% | 82 |
|
|
2022
Q1 | $1.04M | Buy |
2,528
+1,772
| +234% | +$727K | 1.02% | 22 |
|
|
2021
Q4 | $357K | Buy |
756
+150
| +25% | +$70.8K | 0.29% | 100 |
|
|
2021
Q3 | $257K | Sell |
606
-1
| -0.2% | -$424 | 0.23% | 132 |
|
|
2021
Q2 | $249K | Buy |
+607
| New | +$249K | 0.24% | 130 |
|