Sargent Bickham Lagudis’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
Q4 | $929K | Sell |
2,773
-59
| -2% | -$19.8K | 0.08% | 136 |
|
|
2022
Q3 | $865K | Sell |
2,832
-393
| -12% | -$120K | 0.08% | 133 |
|
|
2022
Q2 | $1.09M | Sell |
3,225
-1,300
| -29% | -$438K | 0.09% | 129 |
|
|
2022
Q1 | $1.86M | Buy |
4,525
+4,424
| +4,380% | +$1.81M | 0.14% | 110 |
|
|
2021
Q4 | $48K | Sell |
101
-2
| -2% | -$950 | ﹤0.01% | 461 |
|
|
2021
Q3 | $44K | Buy |
103
+89
| +636% | +$38K | ﹤0.01% | 468 |
|
|
2021
Q2 | $6K | Hold |
14
| – | – | ﹤0.01% | 784 |
|
|
2021
Q1 | $5K | Hold |
14
| – | – | ﹤0.01% | 794 |
|
|
2020
Q4 | $5K | Buy |
+14
| New | +$5K | ﹤0.01% | 745 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$18K | – | 775 |
|
|
2019
Q2 | $18K | Buy |
+80
| New | +$18K | ﹤0.01% | 514 |
|