RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-749
| Closed | -$353K | – | 305 |
|
|
2021
Q4 | $353K | Buy |
749
+27
| +4% | +$12.7K | 0.05% | 68 |
|
|
2021
Q3 | $307K | Sell |
722
-50
| -6% | -$21.3K | 0.06% | 39 |
|
|
2021
Q2 | $317K | Sell |
772
-15
| -2% | -$6.16K | 0.06% | 37 |
|
|
2021
Q1 | $278K | Buy |
787
+8
| +1% | +$2.83K | 0.05% | 44 |
|
|
2020
Q4 | $256K | Buy |
+779
| New | +$256K | 0.05% | 56 |
|