Reilly Financial Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $77K | Hold |
164
| – | – | 0.01% | 326 |
|
|
2021
Q3 | $70K | Hold |
164
| – | – | 0.01% | 326 |
|
|
2021
Q2 | $67K | Buy |
164
+1
| +0.6% | +$409 | 0.01% | 330 |
|
|
2021
Q1 | $58K | Hold |
163
| – | – | 0.01% | 337 |
|
|
2020
Q4 | $54K | Hold |
163
| – | – | 0.01% | 327 |
|
|
2020
Q3 | $59K | Buy |
163
+1
| +0.6% | +$362 | 0.01% | 281 |
|
|
2020
Q2 | $53K | Hold |
162
| – | – | 0.01% | 305 |
|
|
2020
Q1 | $40K | Buy |
162
+1
| +0.6% | +$247 | 0.01% | 326 |
|
|
2019
Q4 | $44K | Hold |
161
| – | – | 0.01% | 349 |
|
|
2019
Q3 | $39K | Hold |
161
| – | – | ﹤0.01% | 379 |
|
|
2019
Q2 | $37K | Buy |
161
+1
| +0.6% | +$230 | ﹤0.01% | 412 |
|
|
2019
Q1 | $34K | Hold |
160
| – | – | ﹤0.01% | 421 |
|
|
2018
Q4 | $27K | Buy |
160
+1
| +0.6% | +$169 | ﹤0.01% | 433 |
|
|
2018
Q3 | $31K | Hold |
159
| – | – | ﹤0.01% | 453 |
|
|
2018
Q2 | $32K | Hold |
159
| – | – | ﹤0.01% | 398 |
|
|
2018
Q1 | $30K | Buy |
+159
| New | +$30K | ﹤0.01% | 382 |
|