WEC
Winslow Evans & Crocker’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $82K | Sell |
250
-2,210
| -90% | -$725K | 0.02% | 487 |
|
|
2020
Q3 | $887K | Hold |
2,460
| – | – | 0.22% | 103 |
|
|
2020
Q2 | $811K | Hold |
2,460
| – | – | 0.22% | 102 |
|
|
2020
Q1 | $604K | Buy |
2,460
+950
| +63% | +$233K | 0.2% | 109 |
|
|
2019
Q4 | $414K | Buy |
1,510
+154
| +11% | +$42.2K | 0.11% | 196 |
|
|
2019
Q3 | $332K | Buy |
+1,356
| New | +$332K | 0.09% | 221 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$19.1K | – | 1166 |
|
|
2018
Q1 | $19.1K | Sell |
100
-72
| -42% | -$13.8K | 0.01% | 657 |
|
|
2017
Q4 | $29K | Buy |
+172
| New | +$29K | 0.01% | 594 |
|