WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-964
| Closed | -$340K | – | 167 |
|
|
2021
Q1 | $340K | Hold |
964
| – | – | 0.14% | 106 |
|
|
2020
Q4 | $317K | Hold |
964
| – | – | 0.14% | 108 |
|
|
2020
Q3 | $348K | Sell |
964
-610
| -39% | -$220K | 0.18% | 92 |
|
|
2020
Q2 | $519K | Sell |
1,574
-5
| -0.3% | -$1.65K | 0.29% | 67 |
|
|
2020
Q1 | $387K | Sell |
1,579
-89
| -5% | -$21.8K | 0.27% | 76 |
|
|
2019
Q4 | $455K | Hold |
1,668
| – | – | 0.29% | 72 |
|
|
2019
Q3 | $409K | Buy |
+1,668
| New | +$409K | 0.29% | 74 |
|
|
2019
Q1 | – | Sell |
-19
| Closed | -$3K | – | 1067 |
|
|
2018
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 739 |
|