Point View Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $506K | Hold |
|
|||||
|
2020
Q3 | $555K | Hold |
|
|||||
|
2020
Q2 | $507K | Hold |
|
|||||
|
2020
Q1 | $377K | Hold |
|
|||||
|
2019
Q4 | $420K | Hold |
|
|||||
|
2019
Q3 | $377K | Hold |
|
|||||
|
2019
Q2 | $351K | Sell |
|
|||||
|
2019
Q1 | $330K | Buy |
|
|||||
|
2018
Q4 | $258K | Hold |
|
|||||
|
2018
Q3 | $297K | Hold |
|
|||||
|
2018
Q2 | $310K | Hold |
|
|||||
|
2018
Q1 | $290K | Hold |
|
|||||
|
2017
Q4 | $257K | Hold |
|
|||||
|
2017
Q3 | $238K | Hold |
|
|||||
|
2017
Q2 | $222K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $219K | Buy |
|