Mid Atlantic Financial 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
Q3 | $720K | Sell |
1,694
-46
| -3% | -$19.6K | 0.05% | 351 |
|
|
2021
Q2 | $714K | Sell |
1,740
-63
| -3% | -$25.9K | 0.05% | 355 |
|
|
2021
Q1 | $636K | Sell |
1,803
-135
| -7% | -$47.6K | 0.05% | 368 |
|
|
2020
Q4 | $637K | Buy |
1,938
+77
| +4% | +$25.3K | 0.05% | 335 |
|
|
2020
Q3 | $645K | Sell |
1,861
-203
| -10% | -$70.4K | 0.06% | 306 |
|
|
2020
Q2 | $680K | Sell |
2,064
-114
| -5% | -$37.6K | 0.07% | 257 |
|
|
2020
Q1 | $534K | Sell |
2,178
-203
| -9% | -$49.8K | 0.06% | 287 |
|
|
2019
Q4 | $650K | Buy |
2,381
+135
| +6% | +$36.9K | 0.06% | 319 |
|
|
2019
Q3 | $550K | Sell |
2,246
-314
| -12% | -$76.9K | 0.06% | 325 |
|
|
2019
Q2 | $583K | Sell |
2,560
-603
| -19% | -$137K | 0.06% | 333 |
|
|
2019
Q1 | $666K | Buy |
+3,163
| New | +$666K | 0.07% | 300 |
|