Ten Capital Wealth Advisors’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
Q2 | – | Sell |
-30
| Closed | -$10.3K | – | 491 |
|
|
2023
Q1 | $10.3K | Hold |
30
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $10K | Sell |
30
-13
| -30% | -$4.35K | ﹤0.01% | 305 |
|
|
2022
Q3 | $13K | Buy |
43
+13
| +43% | +$3.93K | 0.01% | 280 |
|
|
2022
Q2 | $10K | Hold |
30
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $12K | Hold |
30
| – | – | 0.01% | 277 |
|
|
2021
Q4 | $14K | Buy |
+30
| New | +$14K | 0.01% | 269 |
|