TRH Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.85M | Buy |
23,301
+884
| +4% | +$298K | 2.64% | 13 |
|
|
2022
Q1 | $9.2M | Buy |
22,417
+4,227
| +23% | +$1.73M | 2.7% | 8 |
|
|
2021
Q4 | $8.58M | Buy |
18,190
+2,106
| +13% | +$994K | 2.68% | 5 |
|
|
2021
Q3 | $6.83M | Buy |
16,084
+2,698
| +20% | +$1.15M | 2.69% | 5 |
|
|
2021
Q2 | $5.49M | Buy |
13,386
+2,443
| +22% | +$1M | 2.38% | 7 |
|
|
2021
Q1 | $3.86M | Buy |
10,943
+973
| +10% | +$343K | 1.96% | 10 |
|
|
2020
Q4 | $3.28M | Buy |
9,970
+939
| +10% | +$309K | 1.88% | 13 |
|
|
2020
Q3 | $3.26M | Buy |
9,031
+511
| +6% | +$184K | 2.2% | 7 |
|
|
2020
Q2 | $3.02M | Buy |
+8,520
| New | +$3.02M | 2.41% | 6 |
|
|
2019
Q4 | $1.82M | Buy |
+6,493
| New | +$1.82M | 1.59% | 13 |
|