Zeke Capital 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 | $933K | Buy |
2,787
+643
| +30% | +$215K | 0.06% | 146 |
|
|
2022
Q3 | $655K | Hold |
2,144
| – | – | 0.05% | 172 |
|
|
2022
Q2 | $723K | Sell |
2,144
-46
| -2% | -$15.5K | 0.05% | 164 |
|
|
2022
Q1 | $899K | Buy |
2,190
+1,759
| +408% | +$722K | 0.05% | 153 |
|
|
2021
Q4 | $203K | Buy |
+431
| New | +$203K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-5,022
| Closed | -$981K | – | 641 |
|
|
2018
Q3 | $981K | Hold |
5,022
| – | – | 0.08% | 249 |
|
|
2018
Q2 | $1.02M | Hold |
5,022
| – | – | 0.1% | 181 |
|
|
2018
Q1 | $960K | Buy |
5,022
+1,196
| +31% | +$229K | 0.09% | 203 |
|
|
2017
Q4 | $648K | Buy |
3,826
+215
| +6% | +$36.4K | 0.07% | 236 |
|
|
2017
Q3 | $564K | Buy |
3,611
+1,619
| +81% | +$253K | 0.08% | 199 |
|
|
2017
Q2 | $291K | Buy |
1,992
+393
| +25% | +$57.4K | 0.06% | 207 |
|
|
2017
Q1 | $209K | Buy |
+1,599
| New | +$209K | 0.04% | 241 |
|