Tacita Capital’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 | – | Sell |
-63
| Closed | -$23K | – | 223 |
|
|
2023
Q3 | $23K | Hold |
63
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $25K | Hold |
63
| – | – | 0.02% | 162 |
|
|
2023
Q1 | $22K | Hold |
63
| – | – | 0.02% | 160 |
|
|
2022
Q4 | $21K | Hold |
63
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $19K | Hold |
63
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $21K | Hold |
63
| – | – | 0.01% | 170 |
|
|
2022
Q1 | $26K | Hold |
63
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $30K | Hold |
63
| – | – | 0.02% | 165 |
|
|
2021
Q3 | $27K | Hold |
63
| – | – | 0.02% | 158 |
|
|
2021
Q2 | $26K | Hold |
63
| – | – | 0.02% | 162 |
|
|
2021
Q1 | $22K | Hold |
63
| – | – | 0.01% | 166 |
|
|
2020
Q4 | $21K | Buy |
+63
| New | +$21K | 0.01% | 168 |
|