Steward Financial Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $59K | Buy |
163
+34
| +26% | +$12.3K | 0.02% | 134 |
|
|
2023
Q2 | $51K | Buy |
129
+89
| +223% | +$35.2K | 0.02% | 142 |
|
|
2023
Q1 | $13K | Buy |
40
+21
| +111% | +$6.83K | ﹤0.01% | 169 |
|
|
2022
Q4 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 183 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$2K | – | 1143 |
|
|
2022
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 608 |
|