Next Financial Group’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
Q4 | $160K | Buy |
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|
2021
Q3 | $114K | Sell |
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|
2021
Q2 | $175K | Buy |
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|
2021
Q1 | $50K | Sell |
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|
2020
Q4 | $410K | Sell |
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|
2020
Q3 | $503K | Buy |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $462K | Buy |
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|
2019
Q4 | $354K | Sell |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $47K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $11K | Hold |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $11K | Buy |
|