Private Capital Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $138K | Buy |
410
+31
| +8% | +$10.4K | 0.1% | 195 |
|
|
2022
Q1 | $156K | Buy |
379
+47
| +14% | +$19.3K | 0.04% | 279 |
|
|
2021
Q4 | $157K | Sell |
332
-34
| -9% | -$16.1K | 0.03% | 293 |
|
|
2021
Q3 | $156K | Hold |
366
| – | – | 0.04% | 283 |
|
|
2021
Q2 | $150K | Buy |
366
+13
| +4% | +$5.33K | 0.03% | 284 |
|
|
2021
Q1 | $125K | Sell |
353
-66
| -16% | -$23.4K | 0.03% | 321 |
|
|
2020
Q4 | $138K | Buy |
419
+86
| +26% | +$28.3K | 0.03% | 406 |
|
|
2020
Q3 | $120K | Buy |
333
+7
| +2% | +$2.52K | 0.03% | 400 |
|
|
2020
Q2 | $107K | Buy |
326
+112
| +52% | +$36.8K | 0.02% | 425 |
|
|
2020
Q1 | $52K | Sell |
214
-234
| -52% | -$56.9K | 0.01% | 622 |
|
|
2019
Q4 | $122K | Buy |
448
+69
| +18% | +$18.8K | 0.03% | 389 |
|
|
2019
Q3 | $93K | Sell |
379
-40
| -10% | -$9.82K | 0.02% | 508 |
|
|
2019
Q2 | $85K | Buy |
419
+51
| +14% | +$10.3K | 0.02% | 453 |
|
|
2019
Q1 | $77K | Buy |
368
+5
| +1% | +$1.05K | 0.01% | 571 |
|
|
2018
Q4 | $62K | Sell |
363
-56
| -13% | -$9.57K | 0.01% | 562 |
|
|
2018
Q3 | $81K | Hold |
419
| – | – | 0.02% | 507 |
|
|
2018
Q2 | $85K | Buy |
419
+38
| +10% | +$7.71K | 0.02% | 482 |
|
|
2018
Q1 | $73K | Sell |
381
-233
| -38% | -$44.6K | 0.02% | 519 |
|
|
2017
Q4 | $91 | Buy |
+614
| New | +$91 | 0.02% | 453 |
|