Sage Private Wealth Group’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
2022
Q4
Sell
2022
Q3
$18K Hold
2022
Q2
$20K Sell
2022
Q1
$29K Buy
2021
Q4
$4K Buy
2021
Q3
$4K Hold
2021
Q2
$4K Hold
2021
Q1
$4K Hold
2020
Q4
$3K Buy