V Wealth Advisors’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
Q3 | – | Sell |
-728
| Closed | -$245K | – | 406 |
|
|
2022
Q2 | $245K | Sell |
728
-170
| -19% | -$57.2K | 0.05% | 349 |
|
|
2022
Q1 | $369K | Sell |
898
-560
| -38% | -$230K | 0.06% | 296 |
|
|
2021
Q4 | $688K | Sell |
1,458
-58
| -4% | -$27.4K | 0.1% | 193 |
|
|
2021
Q3 | $644K | Sell |
1,516
-110
| -7% | -$46.7K | 0.1% | 213 |
|
|
2021
Q2 | $668K | Buy |
1,626
+102
| +7% | +$41.9K | 0.11% | 215 |
|
|
2021
Q1 | $538K | Buy |
1,524
+275
| +22% | +$97.1K | 0.1% | 239 |
|
|
2020
Q4 | $411K | Buy |
1,249
+381
| +44% | +$125K | 0.09% | 241 |
|
|
2020
Q3 | $313K | Sell |
868
-181
| -17% | -$65.3K | 0.22% | 123 |
|
|
2020
Q2 | $346K | Buy |
+1,049
| New | +$346K | 0.09% | 241 |
|
|
2017
Q3 | – | Sell |
-16
| Closed | -$2K | – | 629 |
|
|
2017
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 758 |
|