Peachtree Investment Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,755
| Closed | -$1.54M | – | 107 |
|
|
2022
Q1 | $1.54M | Sell |
3,755
-948
| -20% | -$389K | 0.71% | 29 |
|
|
2021
Q4 | $2.22M | Buy |
4,703
+2,958
| +170% | +$1.4M | 0.93% | 24 |
|
|
2021
Q3 | $742K | Buy |
1,745
+120
| +7% | +$51K | 0.36% | 42 |
|
|
2021
Q2 | $667K | Buy |
1,625
+99
| +6% | +$40.6K | 0.33% | 45 |
|
|
2021
Q1 | $538K | Sell |
1,526
-4,457
| -74% | -$1.57M | 0.31% | 48 |
|
|
2020
Q4 | $1.97M | Sell |
5,983
-1,209
| -17% | -$397K | 1.14% | 21 |
|
|
2020
Q3 | $2.59M | Buy |
7,192
+1,031
| +17% | +$372K | 1.79% | 14 |
|
|
2020
Q2 | $2.03M | Buy |
+6,161
| New | +$2.03M | 1.67% | 13 |
|