Whitnell & Co’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 |
-70
| Closed | -$15K | – | 256 |
|
|
2019
Q1 | $15K | Hold |
70
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $12K | Hold |
70
| – | – | 0.01% | 225 |
|
|
2018
Q3 | $14K | Hold |
70
| – | – | 0.01% | 221 |
|
|
2018
Q2 | $14K | Hold |
70
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $13K | Buy |
+70
| New | +$13K | 0.01% | 234 |
|