SFM
Signature Financial Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $6.07M | Buy |
35,698
+49
| +0.1% | +$8.33K | 1.46% | 16 |
|
|
2018
Q3 | $6.97M | Buy |
35,649
+38
| +0.1% | +$7.42K | 1.23% | 18 |
|
|
2018
Q2 | $7.26M | Buy |
35,611
+2,039
| +6% | +$416K | 1.54% | 16 |
|
|
2018
Q1 | $6.41M | Buy |
33,572
+7,474
| +29% | +$1.43M | 1.33% | 16 |
|
|
2017
Q4 | $4.42M | Buy |
26,098
+200
| +0.8% | +$33.9K | 1.19% | 16 |
|
|
2017
Q3 | $4.05M | Hold |
25,898
| – | – | 1.23% | 18 |
|
|
2017
Q2 | $3.78M | Buy |
25,898
+8,696
| +51% | +$1.27M | 1.19% | 19 |
|
|
2017
Q1 | $2.25M | Buy |
17,202
+1
| +0% | +$131 | 0.72% | 30 |
|
|
2016
Q4 | $1.85M | Hold |
17,201
| – | – | 0.7% | 33 |
|
|
2016
Q3 | $2.18M | Hold |
17,201
| – | – | 0.88% | 26 |
|
|
2016
Q2 | $1.85M | Buy |
+17,201
| New | +$1.85M | 0.87% | 23 |
|