Retirement Group’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 | $425 | Hold |
1
| – | – | ﹤0.01% | 772 |
|
2023
Q4 | $441 | Hold |
1
| – | – | ﹤0.01% | 757 |
|
2023
Q3 | $365 | Hold |
1
| – | – | ﹤0.01% | 702 |
|
2023
Q2 | $401 | Hold |
1
| – | – | ﹤0.01% | 734 |
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 749 |
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 717 |
|
2022
Q3 | $0 | Sell |
1
-30
| -97% | – | ﹤0.01% | 764 |
|
2022
Q2 | $10K | Hold |
31
| – | – | ﹤0.01% | 441 |
|
2022
Q1 | $13K | Buy |
31
+8
| +35% | +$3.36K | 0.01% | 420 |
|
2021
Q4 | $11K | Buy |
+23
| New | +$11K | ﹤0.01% | 420 |
|