Next Financial Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $160K | Buy |
340
+73
| +27% | +$34.4K | 0.01% | 984 |
|
|
2021
Q3 | $114K | Sell |
267
-158
| -37% | -$67.5K | 0.01% | 1055 |
|
|
2021
Q2 | $175K | Buy |
425
+283
| +199% | +$117K | 0.01% | 883 |
|
|
2021
Q1 | $50K | Sell |
142
-1,105
| -89% | -$389K | ﹤0.01% | 1285 |
|
|
2020
Q4 | $410K | Sell |
1,247
-147
| -11% | -$48.3K | 0.04% | 449 |
|
|
2020
Q3 | $503K | Buy |
1,394
+317
| +29% | +$114K | 0.05% | 329 |
|
|
2020
Q2 | $355K | Sell |
1,077
-808
| -43% | -$266K | 0.04% | 367 |
|
|
2020
Q1 | $462K | Buy |
1,885
+590
| +46% | +$145K | 0.06% | 296 |
|
|
2019
Q4 | $354K | Sell |
1,295
-458
| -26% | -$125K | 0.04% | 470 |
|
|
2019
Q3 | $429K | Buy |
1,753
+1,653
| +1,653% | +$405K | 0.05% | 394 |
|
|
2019
Q2 | $23K | Buy |
+100
| New | +$23K | ﹤0.01% | 1410 |
|
|
2019
Q1 | – | Sell |
-277
| Closed | -$47K | – | 2073 |
|
|
2018
Q4 | $47K | Buy |
+277
| New | +$47K | 0.01% | 822 |
|
|
2017
Q4 | – | Sell |
-104
| Closed | -$17K | – | 1249 |
|
|
2017
Q3 | $17K | Hold |
104
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q2 | $15K | Hold |
104
| – | – | ﹤0.01% | 1187 |
|
|
2017
Q1 | $14K | Hold |
104
| – | – | ﹤0.01% | 1162 |
|
|
2016
Q4 | $11K | Hold |
104
| – | – | ﹤0.01% | 1617 |
|
|
2016
Q3 | $13K | Hold |
104
| – | – | ﹤0.01% | 1555 |
|
|
2016
Q2 | $11K | Buy |
+104
| New | +$11K | ﹤0.01% | 1171 |
|