TA
Tiedemann Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-625
| Closed | -$256K | – | 353 |
|
|
2021
Q2 | $256K | Sell |
625
-28
| -4% | -$11.5K | 0.01% | 311 |
|
|
2021
Q1 | $231K | Buy |
653
+36
| +6% | +$12.7K | 0.01% | 298 |
|
|
2020
Q4 | $204K | Sell |
617
-12
| -2% | -$3.97K | 0.01% | 300 |
|
|
2020
Q3 | $228K | Sell |
629
-17
| -3% | -$6.16K | 0.01% | 292 |
|
|
2020
Q2 | $213K | Buy |
+646
| New | +$213K | 0.01% | 275 |
|
|
2019
Q2 | – | Sell |
-8,330
| Closed | -$1.76M | – | 403 |
|
|
2019
Q1 | $1.76M | Sell |
8,330
-515
| -6% | -$109K | 0.08% | 148 |
|
|
2018
Q4 | $1.5M | Buy |
+8,845
| New | +$1.5M | 0.08% | 157 |
|