WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $9K | Buy |
65
+34
| +110% | +$4.71K | ﹤0.01% | 1177 |
|
|
2017
Q1 | $4K | Sell |
31
-262
| -89% | -$33.8K | ﹤0.01% | 1254 |
|
|
2016
Q4 | $32K | Buy |
293
+262
| +845% | +$28.6K | 0.01% | 829 |
|
|
2016
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 1309 |
|
|
2016
Q2 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 1333 |
|