Pinnacle Family Advisors’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
Q1
Sell
-683
Closed -$225K 148
2020
Q4
$225K Hold
683
0.14% 116
2020
Q3
$246K Buy
+683
New +$246K 0.17% 65