TRANSFORM WEALTH, LLC – S&P Global Inc. Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$366,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -19.11% | -283 shares | -133K | $305.35 | 1.19K |
Q2 2022 | share | Decrease | -29.21% | -611 shares | -360K | $337.06 | 1.48K |
Q1 2022 | share | Increase | +27.41% | 450 shares | 84K | $410.18 | 2.09K |
Q4 2021 | share | Decrease | -10.47% | -192 shares | -4K | $470.48 | 1.64K |
Q3 2021 | share | Decrease | -9.03% | -182 shares | -48K | $424.19 | 1.83K |
Q2 2021 | share | Increase | +7.75% | 145 shares | 167K | $409.05 | 2.01K |
Q1 2021 | share | Decrease | -0.58% | -11 shares | 41K | $350.95 | 1.87K |
Q4 2020 | share | Increase | 0.00% | 1.88K shares | 619K | $326.17 | 1.88K |