Spearhead Capital Advisors’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
Q3 | $730K | Sell |
2,392
-21,388
| -90% | -$6.53M | 0.79% | 51 |
|
|
2022
Q2 | $8.02M | Buy |
23,780
+15
| +0.1% | +$5.06K | 1.2% | 41 |
|
|
2022
Q1 | $9.75M | Buy |
23,765
+783
| +3% | +$321K | 1.21% | 36 |
|
|
2021
Q4 | $10.8M | Buy |
22,982
+443
| +2% | +$209K | 1.31% | 28 |
|
|
2021
Q3 | $9.58M | Sell |
22,539
-797
| -3% | -$339K | 1.28% | 29 |
|
|
2021
Q2 | $9.58M | Buy |
23,336
+165
| +0.7% | +$67.7K | 1.3% | 23 |
|
|
2021
Q1 | $8.18M | Buy |
23,171
+1,469
| +7% | +$518K | 1.21% | 42 |
|
|
2020
Q4 | $7.13M | Buy |
21,702
+1,520
| +8% | +$500K | 1.13% | 34 |
|
|
2020
Q3 | $7.28M | Buy |
20,182
+43
| +0.2% | +$15.5K | 1.39% | 18 |
|
|
2020
Q2 | $6.64M | Buy |
20,139
+189
| +0.9% | +$62.3K | 1.42% | 18 |
|
|
2020
Q1 | $4.89M | Buy |
19,950
+1,037
| +5% | +$254K | 1.41% | 26 |
|
|
2019
Q4 | $5.16M | Buy |
18,913
+1,121
| +6% | +$306K | 1.28% | 30 |
|
|
2019
Q3 | $4.36M | Sell |
17,792
-1,992
| -10% | -$488K | 1.21% | 43 |
|
|
2019
Q2 | $4.51M | Buy |
19,784
+700
| +4% | +$159K | 1.32% | 27 |
|
|
2019
Q1 | $4.02M | Buy |
19,084
+2,449
| +15% | +$516K | 1.21% | 34 |
|
|
2018
Q4 | $2.83M | Sell |
16,635
-636
| -4% | -$108K | 1.21% | 41 |
|
|
2018
Q3 | $3.28M | Buy |
17,271
+404
| +2% | +$76.8K | 1.1% | 48 |
|
|
2018
Q2 | $3.44M | Sell |
16,867
-1,832
| -10% | -$374K | 1.23% | 25 |
|
|
2018
Q1 | $3.57M | Buy |
18,699
+3,058
| +20% | +$584K | 1.39% | 9 |
|
|
2017
Q4 | $2.65M | Buy |
+15,641
| New | +$2.65M | 1.29% | 30 |
|