Tyler-Stone 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
Q3 | – | Sell |
-30
| Closed | -$13.4K | – | 810 |
|
|
2024
Q2 | $13.4K | Hold |
30
| – | – | 0.01% | 589 |
|
|
2024
Q1 | $12.8K | Hold |
30
| – | – | 0.01% | 593 |
|
|
2023
Q4 | $13.2K | Hold |
30
| – | – | 0.01% | 573 |
|
|
2023
Q3 | $11K | Hold |
30
| – | – | 0.01% | 588 |
|
|
2023
Q2 | $12K | Buy |
+30
| New | +$12K | 0.01% | 573 |
|
|
2022
Q4 | $10K | Hold |
30
| – | – | 0.01% | 557 |
|
|
2022
Q3 | $9K | Hold |
30
| – | – | 0.01% | 558 |
|
|
2022
Q2 | $10K | Buy |
+30
| New | +$10K | 0.01% | 557 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 901 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 852 |
|