Round Table Services’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,361
| Closed | -$372K | – | 129 |
|
2019
Q4 | $372K | Hold |
1,361
| – | – | 0.1% | 66 |
|
2019
Q3 | $333K | Sell |
1,361
-42
| -3% | -$10.3K | 0.1% | 74 |
|
2019
Q2 | $320K | Sell |
1,403
-107
| -7% | -$24.4K | 0.1% | 78 |
|
2019
Q1 | $318K | Buy |
1,510
+57
| +4% | +$12K | 0.11% | 73 |
|
2018
Q4 | $247K | Buy |
+1,453
| New | +$247K | 0.09% | 83 |
|