Shine Investment Advisory Services’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
2020
Q3
$400K Hold
2020
Q2
$366K Hold
2020
Q1
$272K Hold
2019
Q4
$303K Buy
2019
Q3
$268K Hold
2019
Q2
$249K Hold
2019
Q1
$230K Buy
2018
Q4
$148K Hold
2018
Q3
$170K Hold
2018
Q2
$178K Buy
2018
Q1
$132K Hold
2017
Q4
$117K Hold
2017
Q3
$108K Buy
2017
Q2
$58K Buy