SFP
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Sterling Financial Planning’s S&P Global SPGI Stock Holding History

Sterling Financial Planning’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-48
Closed -$20K – 351
2021
Q3 		$20K Hold
48
– – 0.01% 263
2021
Q2 		$20K Hold
48
– – 0.01% 258
2021
Q1 		$17K Hold
48
– – 0.01% 242
2020
Q4 		$16K Buy
+48
New +$16K 0.01% 233