TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-898
| Closed | -$424K | – | 202 |
|
|
2021
Q4 | $424K | Hold |
898
| – | – | 0.21% | 112 |
|
|
2021
Q3 | $382K | Hold |
898
| – | – | 0.21% | 119 |
|
|
2021
Q2 | $385K | Buy |
898
+6
| +0.7% | +$2.57K | 0.2% | 121 |
|
|
2021
Q1 | $315K | Hold |
892
| – | – | 0.18% | 124 |
|
|
2020
Q4 | $293K | Buy |
+892
| New | +$293K | 0.17% | 136 |
|