StrategIQ 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
Q4 | $378K | Hold |
858
| – | – | 0.04% | 239 |
|
|
2023
Q3 | $313K | Buy |
858
+14
| +2% | +$5.11K | 0.04% | 249 |
|
|
2023
Q2 | $338K | Hold |
844
| – | – | 0.04% | 246 |
|
|
2023
Q1 | $291K | Hold |
844
| – | – | 0.03% | 240 |
|
|
2022
Q4 | $283K | Hold |
844
| – | – | 0.03% | 239 |
|
|
2022
Q3 | $258K | Hold |
844
| – | – | 0.03% | 240 |
|
|
2022
Q2 | $284K | Hold |
844
| – | – | 0.03% | 239 |
|
|
2022
Q1 | $346K | Hold |
844
| – | – | 0.04% | 231 |
|
|
2021
Q4 | $398K | Hold |
844
| – | – | 0.04% | 214 |
|
|
2021
Q3 | $359K | Hold |
844
| – | – | 0.07% | 167 |
|
|
2021
Q2 | $346K | Hold |
844
| – | – | 0.07% | 168 |
|
|
2021
Q1 | $298K | Hold |
844
| – | – | 0.06% | 174 |
|
|
2020
Q4 | $277K | Hold |
844
| – | – | 0.06% | 174 |
|
|
2020
Q3 | $304K | Hold |
844
| – | – | 0.08% | 159 |
|
|
2020
Q2 | $278K | Hold |
844
| – | – | 0.07% | 161 |
|
|
2020
Q1 | $207K | Sell |
844
-30
| -3% | -$7.36K | 0.06% | 172 |
|
|
2019
Q4 | $239K | Sell |
874
-86
| -9% | -$23.5K | 0.06% | 185 |
|
|
2019
Q3 | $235K | Hold |
960
| – | – | 0.07% | 177 |
|
|
2019
Q2 | $219K | Hold |
960
| – | – | 0.06% | 177 |
|
|
2019
Q1 | $202K | Buy |
+960
| New | +$202K | 0.06% | 181 |
|