Squar Milner Financial 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
Q2 | – | Sell |
-76
| Closed | -$18K | – | 650 |
|
|
2020
Q1 | $18K | Sell |
76
-5
| -6% | -$1.18K | 0.01% | 484 |
|
|
2019
Q4 | $22K | Buy |
+81
| New | +$22K | 0.01% | 508 |
|
|
2019
Q3 | – | Sell |
-81
| Closed | -$18K | – | 635 |
|
|
2019
Q2 | $18K | Hold |
81
| – | – | 0.01% | 463 |
|
|
2019
Q1 | $17K | Buy |
81
+11
| +16% | +$2.31K | 0.01% | 445 |
|
|
2018
Q4 | $12K | Hold |
70
| – | – | 0.01% | 452 |
|
|
2018
Q3 | $14K | Sell |
70
-34
| -33% | -$6.8K | 0.01% | 451 |
|
|
2018
Q2 | $21K | Buy |
+104
| New | +$21K | 0.02% | 477 |
|