Wealthspire Advisors (Maryland)’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $743K | Buy |
2,061
+625
| +44% | +$225K | 0.03% | 216 |
|
|
2020
Q2 | $473K | Buy |
1,436
+194
| +16% | +$63.9K | 0.03% | 268 |
|
|
2020
Q1 | $304K | Buy |
1,242
+101
| +9% | +$24.7K | 0.03% | 298 |
|
|
2019
Q4 | $312K | Buy |
1,141
+150
| +15% | +$41K | 0.02% | 368 |
|
|
2019
Q3 | $243K | Buy |
991
+26
| +3% | +$6.38K | 0.02% | 391 |
|
|
2019
Q2 | $220K | Buy |
965
+19
| +2% | +$4.33K | 0.02% | 413 |
|
|
2019
Q1 | $199K | Buy |
946
+14
| +2% | +$2.95K | 0.02% | 437 |
|
|
2018
Q4 | $158K | Buy |
932
+127
| +16% | +$21.5K | 0.01% | 459 |
|
|
2018
Q3 | $157K | Sell |
805
-4
| -0.5% | -$780 | 0.01% | 524 |
|
|
2018
Q2 | $165K | Buy |
809
+91
| +13% | +$18.6K | 0.01% | 518 |
|
|
2018
Q1 | $137K | Sell |
718
-119
| -14% | -$22.7K | 0.01% | 588 |
|
|
2017
Q4 | $142K | Buy |
837
+396
| +90% | +$67.2K | 0.01% | 591 |
|
|
2017
Q3 | $69K | Buy |
441
+58
| +15% | +$9.08K | 0.01% | 855 |
|
|
2017
Q2 | $56K | Buy |
383
+62
| +19% | +$9.07K | 0.01% | 909 |
|
|
2017
Q1 | $42K | Sell |
321
-28
| -8% | -$3.66K | 0.01% | 847 |
|
|
2016
Q4 | $38K | Buy |
349
+2
| +0.6% | +$218 | 0.01% | 848 |
|
|
2016
Q3 | $44K | Buy |
347
+9
| +3% | +$1.14K | 0.01% | 816 |
|
|
2016
Q2 | $36K | Buy |
+338
| New | +$36K | 0.01% | 813 |
|