Seven Springs Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-673
| Closed | -$286K | – | 79 |
|
|
2021
Q3 | $286K | Hold |
673
| – | – | 0.14% | 59 |
|
|
2021
Q2 | $276K | Buy |
673
+614
| +1,041% | +$252K | 0.12% | 68 |
|
|
2021
Q1 | $21K | Sell |
59
-12
| -17% | -$4.27K | 0.01% | 103 |
|
|
2020
Q4 | $23K | Buy |
71
+12
| +20% | +$3.89K | 0.01% | 97 |
|
|
2020
Q3 | $21K | Hold |
59
| – | – | 0.01% | 96 |
|
|
2020
Q2 | $19K | Hold |
59
| – | – | 0.01% | 94 |
|
|
2020
Q1 | $14K | Hold |
59
| – | – | 0.01% | 104 |
|
|
2019
Q4 | $16K | Buy |
+59
| New | +$16K | 0.01% | 140 |
|