WESPAC Advisors SoCal’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
Q2 | – | Sell |
-40
| Closed | -$8K | – | 264 |
|
|
2019
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 254 |
|
|
2018
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 277 |
|
|
2018
Q3 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 257 |
|
|
2018
Q2 | – | Sell |
-40
| Closed | -$7K | – | 228 |
|
|
2018
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 210 |
|
|
2017
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 209 |
|
|
2017
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 221 |
|
|
2017
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 211 |
|
|
2017
Q1 | $5.23K | Hold |
40
| – | – | ﹤0.01% | 210 |
|
|
2016
Q4 | $4.3K | Hold |
40
| – | – | ﹤0.01% | 216 |
|
|
2016
Q3 | $5.06K | Hold |
40
| – | – | ﹤0.01% | 223 |
|
|
2016
Q2 | $4.29K | Buy |
+40
| New | +$4.29K | ﹤0.01% | 242 |
|