Money Concepts Capital’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-578
| Closed | -$194K | – | 2551 |
|
|
2022
Q4 | $194K | Buy |
578
+148
| +34% | +$49.6K | 0.01% | 700 |
|
|
2022
Q3 | $131K | Sell |
430
-17
| -4% | -$5.18K | 0.01% | 514 |
|
|
2022
Q2 | $153K | Sell |
447
-150
| -25% | -$51.3K | 0.01% | 466 |
|
|
2022
Q1 | $245K | Buy |
+597
| New | +$245K | 0.01% | 650 |
|