Zullo Investment Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-137
| Closed | -$45.9K | – | 622 |
|
|
2022
Q4 | $45.9K | Buy |
137
+11
| +9% | +$3.68K | 0.03% | 280 |
|
|
2022
Q3 | $38K | Buy |
126
+15
| +14% | +$4.52K | 0.02% | 310 |
|
|
2022
Q2 | $37K | Sell |
111
-25
| -18% | -$8.33K | 0.02% | 320 |
|
|
2022
Q1 | $56K | Buy |
136
+26
| +24% | +$10.7K | 0.03% | 290 |
|
|
2021
Q4 | $52K | Buy |
+110
| New | +$52K | 0.03% | 300 |
|