Rand Wealth’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
2018
Q3
$2.19M Buy
2018
Q2
$1.92M Buy
2018
Q1
$1.37M Buy
2017
Q4
$604K Hold
2017
Q3
$557K Buy
2017
Q2
$504K Hold
2017
Q1
$451K Sell
2016
Q4
$448K Sell
2016
Q3
$558K Hold
2016
Q2
$473K Buy