WealthTrust Fairport’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $564K | Hold |
2,680
| – | – | 0.05% | 122 |
|
|
2018
Q4 | $455K | Hold |
2,680
| – | – | 0.05% | 130 |
|
|
2018
Q3 | $524K | Hold |
2,680
| – | – | 0.05% | 129 |
|
|
2018
Q2 | $546K | Hold |
2,680
| – | – | 0.05% | 129 |
|
|
2018
Q1 | $512K | Hold |
2,680
| – | – | 0.05% | 121 |
|
|
2017
Q4 | $454K | Hold |
2,680
| – | – | 0.05% | 125 |
|
|
2017
Q3 | $419K | Hold |
2,680
| – | – | 0.04% | 124 |
|
|
2017
Q2 | $391K | Hold |
2,680
| – | – | 0.04% | 123 |
|
|
2017
Q1 | $350K | Hold |
2,680
| – | – | 0.04% | 122 |
|
|
2016
Q4 | $288K | Hold |
2,680
| – | – | 0.03% | 133 |
|
|
2016
Q3 | $339K | Buy |
+2,680
| New | +$339K | 0.04% | 121 |
|