Toth Financial Advisory’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$12.8K | – | 781 |
|
|
2024
Q1 | $12.8K | Sell |
30
-9
| -23% | -$3.83K | ﹤0.01% | 428 |
|
|
2023
Q4 | $17.2K | Hold |
39
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $14.3K | Sell |
39
-491
| -93% | -$179K | ﹤0.01% | 409 |
|
|
2023
Q2 | $212K | Buy |
530
+487
| +1,133% | +$195K | 0.03% | 191 |
|
|
2023
Q1 | $14.8K | Buy |
43
+13
| +43% | +$4.48K | ﹤0.01% | 413 |
|
|
2022
Q4 | $10K | Hold |
30
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $9K | Hold |
30
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $10K | Hold |
30
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $12K | Hold |
30
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $14K | Hold |
30
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $13K | Buy |
+30
| New | +$13K | ﹤0.01% | 451 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 733 |
|