TCI Wealth Advisors’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
Q2 | – | Sell |
-375
| Closed | -$129K | – | 1958 |
|
|
2023
Q1 | $129K | Buy |
375
+109
| +41% | +$38.4K | 0.02% | 240 |
|
|
2022
Q4 | $89.1K | Sell |
266
-105
| -28% | -$34.6K | 0.01% | 285 |
|
|
2022
Q3 | $113K | Buy |
371
+6
| +2% | +$2.15K | 0.02% | 236 |
|
|
2022
Q2 | $123K | Buy |
365
+1
| +0.3% | +$356 | 0.02% | 224 |
|
|
2022
Q1 | $150K | Buy |
364
+60
| +20% | +$24.4K | 0.02% | 213 |
|
|
2021
Q4 | $143K | Buy |
304
+32
| +12% | +$14.6K | 0.02% | 212 |
|
|
2021
Q3 | $116K | Buy |
272
+1
| +0.4% | +$433 | 0.02% | 261 |
|
|
2021
Q2 | $111K | Sell |
271
-1
| -0.4% | -$384 | 0.02% | 259 |
|
|
2021
Q1 | $96K | Buy |
272
+68
| +33% | +$22.6K | 0.04% | 246 |
|
|
2020
Q4 | $67K | Hold |
204
| – | – | 0.03% | 288 |
|
|
2020
Q3 | $74K | Hold |
204
| – | – | 0.03% | 250 |
|
|
2020
Q2 | $67K | Sell |
204
-8
| -4% | -$2.41K | 0.03% | 265 |
|
|
2020
Q1 | $52K | Sell |
212
-164
| -44% | -$45K | 0.03% | 297 |
|
|
2019
Q4 | $103K | Buy |
376
+164
| +77% | +$42.6K | 0.04% | 257 |
|
|
2019
Q3 | $52K | Hold |
212
| – | – | 0.02% | 323 |
|
|
2019
Q2 | $48K | Sell |
212
-3
| -1% | -$655 | 0.02% | 319 |
|
|
2019
Q1 | $45K | Sell |
215
-23
| -10% | -$4.45K | 0.02% | 359 |
|
|
2018
Q4 | $40K | Sell |
238
-11
| -4% | -$1.97K | 0.02% | 351 |
|
|
2018
Q3 | $49K | Hold |
249
| – | – | 0.02% | 348 |
|
|
2018
Q2 | $51K | Buy |
249
+20
| +9% | +$3.95K | 0.02% | 315 |
|
|
2018
Q1 | $44K | Hold |
229
| – | – | 0.02% | 349 |
|
|
2017
Q4 | $39K | Hold |
229
| – | – | 0.02% | 381 |
|
|
2017
Q3 | $36K | Sell |
229
-47
| -17% | -$7.14K | 0.02% | 364 |
|
|
2017
Q2 | $40K | Buy |
276
+51
| +23% | +$7.08K | 0.02% | 347 |
|
|
2017
Q1 | $29K | Sell |
225
-1
| -0.4% | -$124 | 0.02% | 389 |
|
|
2016
Q4 | $24K | Hold |
226
| – | – | 0.01% | 451 |
|
|
2016
Q3 | $29K | Buy |
226
+12
| +6% | +$1.44K | 0.02% | 376 |
|
|
2016
Q2 | $23K | Buy |
+214
| New | +$23K | 0.01% | 422 |
|
Other funds holding SPGI
