Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-317
| Closed | -$140K | – | 434 |
|
|
2023
Q4 | $140K | Buy |
317
+53
| +20% | +$23.3K | 0.09% | 207 |
|
|
2023
Q3 | $96.5K | Sell |
264
-90
| -25% | -$32.9K | 0.07% | 225 |
|
|
2023
Q2 | $142K | Hold |
354
| – | – | 0.09% | 186 |
|
|
2023
Q1 | $122K | Sell |
354
-275
| -44% | -$94.8K | 0.08% | 201 |
|
|
2022
Q4 | $211K | Buy |
+629
| New | +$211K | 0.11% | 191 |
|