WealthSource Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $502K | Sell |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $806K | Buy |
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|
2021
Q3 | $646K | Sell |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $667K | Sell |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $688K | Sell |
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|
2020
Q2 | $996K | Sell |
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|
2020
Q1 | $765K | Buy |
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|
2019
Q4 | $721K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Buy |
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