Private Vista’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 | $463K | Sell |
1,406
-161
| -10% | -$53K | 0.22% | 64 |
|
|
2020
Q1 | $384K | Sell |
1,567
-284
| -15% | -$69.6K | 0.15% | 86 |
|
|
2019
Q4 | $505K | Sell |
1,851
-45
| -2% | -$12.3K | 0.14% | 74 |
|
|
2019
Q3 | $464K | Hold |
1,896
| – | – | 0.12% | 85 |
|
|
2019
Q2 | $432K | Sell |
1,896
-366
| -16% | -$83.4K | 0.11% | 92 |
|
|
2019
Q1 | $476K | Hold |
2,262
| – | – | 0.12% | 91 |
|
|
2018
Q4 | $384K | Hold |
2,262
| – | – | 0.09% | 100 |
|
|
2018
Q3 | $442K | Buy |
2,262
+63
| +3% | +$12.3K | 0.09% | 96 |
|
|
2018
Q2 | $448K | Buy |
+2,199
| New | +$448K | 0.1% | 94 |
|