MSH Capital Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-731
| Closed | -$326K | – | 233 |
|
|
2024
Q2 | $326K | Sell |
731
-109
| -13% | -$48.6K | 0.11% | 177 |
|
|
2024
Q1 | $358K | Sell |
840
-11
| -1% | -$4.68K | 0.13% | 161 |
|
|
2023
Q4 | $375K | Sell |
851
-50
| -6% | -$22K | 0.14% | 149 |
|
|
2023
Q3 | $329K | Sell |
901
-13
| -1% | -$4.75K | 0.13% | 161 |
|
|
2023
Q2 | $366K | Buy |
+914
| New | +$366K | 0.13% | 159 |
|