Mid Atlantic Financial Management’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
2021
Q3
$720K Sell
2021
Q2
$714K Sell
2021
Q1
$636K Sell
2020
Q4
$637K Buy
2020
Q3
$645K Sell
2020
Q2
$680K Sell
2020
Q1
$534K Sell
2019
Q4
$650K Buy
2019
Q3
$550K Sell
2019
Q2
$583K Sell
2019
Q1
$666K Buy