Perkins Coie Trust Company’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21
| Closed | -$7.67K | – | 537 |
|
|
2023
Q3 | $7.67K | Buy |
+21
| New | +$7.67K | ﹤0.01% | 244 |
|
|
2021
Q2 | – | Sell |
-12
| Closed | -$4K | – | 305 |
|
|
2021
Q1 | $4K | Hold |
12
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 233 |
|
|
2020
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 226 |
|
|
2020
Q2 | $4K | Sell |
12
-3
| -20% | -$1K | ﹤0.01% | 239 |
|
|
2020
Q1 | $4K | Buy |
15
+3
| +25% | +$800 | ﹤0.01% | 265 |
|
|
2019
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 271 |
|
|
2019
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 279 |
|
|
2019
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 279 |
|