Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $743K | Buy |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $199K | Buy |
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|
2018
Q4 | $158K | Buy |
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|
2018
Q3 | $157K | Sell |
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|
2018
Q2 | $165K | Buy |
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|
2018
Q1 | $137K | Sell |
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|
2017
Q4 | $142K | Buy |
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|
2017
Q3 | $69K | Buy |
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|
2017
Q2 | $56K | Buy |
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|
2017
Q1 | $42K | Sell |
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|
2016
Q4 | $38K | Buy |
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|
2016
Q3 | $44K | Buy |
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|
2016
Q2 | $36K | Buy |
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