Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $77K | Hold |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $67K | Buy |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $59K | Buy |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $39K | Hold |
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|
2019
Q2 | $37K | Buy |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $30K | Buy |
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