Wealthstreet Investment Advisors’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 |
-2,644
| Closed | -$933K | – | 288 |
|
|
2021
Q1 | $933K | Hold |
2,644
| – | – | 0.09% | 176 |
|
|
2020
Q4 | $869K | Hold |
2,644
| – | – | 0.09% | 174 |
|
|
2020
Q3 | $953K | Buy |
2,644
+44
| +2% | +$15.9K | 0.11% | 155 |
|
|
2020
Q2 | $857K | Hold |
2,600
| – | – | 0.11% | 154 |
|
|
2020
Q1 | $637K | Hold |
2,600
| – | – | 0.09% | 161 |
|
|
2019
Q4 | $710K | Hold |
2,600
| – | – | 0.08% | 194 |
|
|
2019
Q3 | $666K | Hold |
2,600
| – | – | 0.09% | 191 |
|
|
2019
Q2 | $592K | Hold |
2,600
| – | – | 0.08% | 203 |
|
|
2019
Q1 | $547K | Hold |
2,600
| – | – | 0.07% | 210 |
|
|
2018
Q4 | $489K | Hold |
2,600
| – | – | 0.07% | 219 |
|
|
2018
Q3 | $508K | Hold |
2,600
| – | – | 0.06% | 237 |
|
|
2018
Q2 | $530K | Hold |
2,600
| – | – | 0.07% | 231 |
|
|
2018
Q1 | $497K | Hold |
2,600
| – | – | 0.06% | 237 |
|
|
2017
Q4 | $440K | Buy |
+2,600
| New | +$440K | 0.05% | 242 |
|