StrategIQ Financial Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $378K | Hold |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $398K | Hold |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $278K | Hold |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $239K | Sell |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $202K | Buy |
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