Sunflower Bank Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $433K | Hold |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $273K | Hold |
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|
2019
Q1 | $253K | Hold |
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|
2018
Q4 | $204K | Hold |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $229K | Hold |
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|
2017
Q4 | $203K | Buy |
|