Price Wealth’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4
Closed -$1K 550
2020
Q1
$1K Buy
+4
New +$1K ﹤0.01% 373
2019
Q4
Sell
-29
Closed -$7K 463
2019
Q3
$7K Hold
29
﹤0.01% 185
2019
Q2
$7K Buy
+29
New +$7K ﹤0.01% 186
2018
Q3
Sell
-224
Closed -$45K 412
2018
Q2
$45K Buy
224
+123
+122% +$24.7K 0.02% 120
2018
Q1
$19K Sell
101
-101
-50% -$19K 0.01% 114
2017
Q4
$34K Buy
+202
New +$34K 0.02% 76