West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-185
| Closed | -$56K | – | 195 |
|
|
2022
Q3 | $56K | Hold |
185
| – | – | 0.02% | 95 |
|
|
2022
Q2 | $62K | Hold |
185
| – | – | 0.02% | 91 |
|
|
2022
Q1 | $76K | Sell |
185
-15
| -8% | -$6.16K | 0.02% | 89 |
|
|
2021
Q4 | $94K | Hold |
200
| – | – | 0.03% | 90 |
|
|
2021
Q3 | $85K | Hold |
200
| – | – | 0.02% | 84 |
|
|
2021
Q2 | $82K | Hold |
200
| – | – | 0.03% | 79 |
|
|
2021
Q1 | $71K | Hold |
200
| – | – | 0.02% | 84 |
|
|
2020
Q4 | $66K | Buy |
+200
| New | +$66K | 0.02% | 83 |
|