Mosaic Family Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$21K | – | 541 |
|
|
2019
Q1 | $21K | Hold |
100
| – | – | 0.01% | 428 |
|
|
2018
Q4 | $17K | Hold |
100
| – | – | 0.01% | 439 |
|
|
2018
Q3 | $18K | Hold |
100
| – | – | 0.01% | 448 |
|
|
2018
Q2 | $20K | Hold |
100
| – | – | 0.01% | 465 |
|
|
2018
Q1 | $19K | Hold |
100
| – | – | 0.01% | 442 |
|
|
2017
Q4 | $17K | Hold |
100
| – | – | 0.01% | 469 |
|
|
2017
Q3 | $16K | Buy |
+100
| New | +$16K | 0.01% | 498 |
|