PFS Investments’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
Q2 | $1.25M | Buy |
3,128
+812
| +35% | +$326K | 0.02% | 360 |
|
|
2023
Q1 | $789K | Buy |
2,316
+108
| +5% | +$36.8K | 0.01% | 373 |
|
|
2022
Q4 | $740K | Buy |
2,208
+69
| +3% | +$23.1K | 0.01% | 351 |
|
|
2022
Q3 | $653 | Buy |
2,139
+243
| +13% | +$74 | 0.01% | 348 |
|
|
2022
Q2 | $639K | Buy |
1,896
+286
| +18% | +$96.4K | 0.01% | 354 |
|
|
2022
Q1 | $660K | Buy |
+1,610
| New | +$660K | 0.01% | 358 |
|