Tradition Wealth Management’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
Q1 | – | Sell |
-133
| Closed | -$59K | – | 1067 |
|
|
2023
Q4 | $59K | Sell |
133
-1
| -0.7% | -$444 | 0.01% | 588 |
|
|
2023
Q3 | $49K | Hold |
134
| – | – | 0.01% | 610 |
|
|
2023
Q2 | $54K | Buy |
134
+3
| +2% | +$1.21K | 0.01% | 608 |
|
|
2023
Q1 | $45K | Buy |
131
+7
| +6% | +$2.41K | 0.01% | 639 |
|
|
2022
Q4 | $42K | Buy |
124
+6
| +5% | +$2.03K | 0.01% | 576 |
|
|
2022
Q3 | $36K | Buy |
118
+76
| +181% | +$23.2K | 0.01% | 608 |
|
|
2022
Q2 | $14K | Hold |
42
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $17K | Sell |
42
-1
| -2% | -$405 | ﹤0.01% | 760 |
|
|
2021
Q4 | $20K | Buy |
43
+1
| +2% | +$465 | ﹤0.01% | 734 |
|
|
2021
Q3 | $18K | Hold |
42
| – | – | ﹤0.01% | 764 |
|
|
2021
Q2 | $17K | Hold |
42
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $15K | Hold |
42
| – | – | ﹤0.01% | 697 |
|
|
2020
Q4 | $14K | Buy |
+42
| New | +$14K | ﹤0.01% | 663 |
|