Sunflower Bank Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $433K | Hold |
1,200
| – | – | 0.15% | 78 |
|
|
2020
Q2 | $395K | Hold |
1,200
| – | – | 0.13% | 92 |
|
|
2020
Q1 | $294K | Hold |
1,200
| – | – | 0.11% | 99 |
|
|
2019
Q4 | $328K | Hold |
1,200
| – | – | 0.1% | 109 |
|
|
2019
Q3 | $294K | Hold |
1,200
| – | – | 0.09% | 116 |
|
|
2019
Q2 | $273K | Hold |
1,200
| – | – | 0.09% | 119 |
|
|
2019
Q1 | $253K | Hold |
1,200
| – | – | 0.08% | 120 |
|
|
2018
Q4 | $204K | Hold |
1,200
| – | – | 0.07% | 124 |
|
|
2018
Q3 | $234K | Hold |
1,200
| – | – | 0.07% | 129 |
|
|
2018
Q2 | $245K | Hold |
1,200
| – | – | 0.07% | 128 |
|
|
2018
Q1 | $229K | Hold |
1,200
| – | – | 0.06% | 129 |
|
|
2017
Q4 | $203K | Buy |
+1,200
| New | +$203K | 0.05% | 133 |
|