Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.58M | Buy |
3,721
+42
| +1% | +$17.9K | 0.17% | 43 |
|
|
2023
Q4 | $1.62M | Sell |
3,679
-24
| -0.6% | -$10.6K | 0.2% | 41 |
|
|
2023
Q3 | $1.35M | Buy |
3,703
+266
| +8% | +$97.2K | 0.2% | 37 |
|
|
2023
Q2 | $1.38M | Buy |
3,437
+273
| +9% | +$109K | 0.2% | 37 |
|
|
2023
Q1 | $1.11M | Buy |
3,164
+919
| +41% | +$322K | 0.18% | 35 |
|
|
2022
Q4 | $751K | Sell |
2,245
-157
| -7% | -$52.5K | 0.16% | 30 |
|
|
2022
Q3 | $733K | Buy |
2,402
+96
| +4% | +$29.3K | 0.17% | 30 |
|
|
2022
Q2 | $777K | Sell |
2,306
-47
| -2% | -$15.8K | 0.17% | 30 |
|
|
2022
Q1 | $965K | Buy |
2,353
+874
| +59% | +$358K | 0.18% | 29 |
|
|
2021
Q4 | $697K | Buy |
1,479
+79
| +6% | +$37.2K | 0.12% | 40 |
|
|
2021
Q3 | $595K | Buy |
+1,400
| New | +$595K | 0.11% | 41 |
|
|
2018
Q3 | – | Sell |
-6
| Closed | -$1.22K | – | 51 |
|
|
2018
Q2 | $1.22K | Buy |
+6
| New | +$1.22K | 0.02% | 42 |
|