SteelBridge Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $267K | Hold |
1,399
| – | – | 2.31% | 20 |
|
|
2017
Q4 | $237K | Sell |
1,399
-40
| -3% | -$6.78K | 2% | 24 |
|
|
2017
Q3 | $225K | Sell |
1,439
-172
| -11% | -$26.9K | 2.16% | 23 |
|
|
2017
Q2 | $235K | Hold |
1,611
| – | – | 0.33% | 65 |
|
|
2017
Q1 | $211K | Sell |
1,611
-210
| -12% | -$27.5K | 0.32% | 60 |
|
|
2016
Q4 | $219K | Hold |
1,821
| – | – | 0.35% | 57 |
|
|
2016
Q3 | $230K | Hold |
1,821
| – | – | 0.67% | 38 |
|
|
2016
Q2 | $218K | Buy |
+1,821
| New | +$218K | 0.66% | 40 |
|