WealthStone’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
Q1 | $384K | Buy |
1,090
+102
| +10% | +$35.9K | 0.13% | 118 |
|
|
2020
Q4 | $325K | Buy |
988
+18
| +2% | +$5.92K | 0.12% | 124 |
|
|
2020
Q3 | $350K | Buy |
+970
| New | +$350K | 0.16% | 89 |
|
|
2019
Q3 | – | Sell |
-3,441
| Closed | -$784K | – | 542 |
|
|
2019
Q2 | $784K | Buy |
+3,441
| New | +$784K | 0.35% | 63 |
|