Shine Investment Advisory 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
Q3 | $400K | Hold |
1,110
| – | – | 0.14% | 77 |
|
|
2020
Q2 | $366K | Hold |
1,110
| – | – | 0.13% | 82 |
|
|
2020
Q1 | $272K | Hold |
1,110
| – | – | 0.13% | 90 |
|
|
2019
Q4 | $303K | Buy |
1,110
+18
| +2% | +$4.91K | 0.12% | 97 |
|
|
2019
Q3 | $268K | Hold |
1,092
| – | – | 0.13% | 92 |
|
|
2019
Q2 | $249K | Hold |
1,092
| – | – | 0.12% | 101 |
|
|
2019
Q1 | $230K | Buy |
1,092
+220
| +25% | +$46.3K | 0.11% | 105 |
|
|
2018
Q4 | $148K | Hold |
872
| – | – | 0.07% | 129 |
|
|
2018
Q3 | $170K | Hold |
872
| – | – | 0.09% | 119 |
|
|
2018
Q2 | $178K | Buy |
872
+181
| +26% | +$36.9K | 0.09% | 117 |
|
|
2018
Q1 | $132K | Hold |
691
| – | – | 0.07% | 129 |
|
|
2017
Q4 | $117K | Hold |
691
| – | – | 0.06% | 144 |
|
|
2017
Q3 | $108K | Buy |
691
+291
| +73% | +$45.5K | 0.06% | 158 |
|
|
2017
Q2 | $58K | Buy |
+400
| New | +$58K | 0.03% | 249 |
|