TFO Wealth Partners’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 |
-70
| Closed | -$28.1K | – | 1073 |
|
|
2023
Q3 | $28.1K | Buy |
70
+2
| +3% | +$802 | 0.01% | 122 |
|
|
2023
Q2 | $27.3K | Buy |
+68
| New | +$27.3K | 0.01% | 113 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$4K | – | 443 |
|
|
2022
Q2 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 236 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$4K | – | 161 |
|
|
2021
Q4 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 112 |
|