INSIGHT WEALTH STRATEGIES, LLC – S&P Global Inc. Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$1.83M
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $305.35 | 5.43K | |
| Q2 2022 | share | Decrease | -3.03% | -170 shares | -467K | $337.06 | 5.43K |
| Q1 2022 | share | Increase | +4.06% | 219 shares | -243K | $410.18 | 5.60K |
| Q4 2021 | share | Increase | +0.80% | 43 shares | 271K | $470.48 | 5.38K |
| Q3 2021 | share | Increase | +0.60% | 32 shares | 91K | $424.19 | 5.34K |
| Q2 2021 | share | Decrease | -15.60% | -982 shares | -41K | $409.05 | 5.31K |
| Q1 2021 | share | Increase | +24.08% | 1.22K shares | 554K | $350.95 | 6.29K |
| Q4 2020 | share | Increase | +7.23% | 342 shares | -38K | $326.17 | 5.07K |
| Q3 2020 | share | Increase | +46.91% | 1.51K shares | 645K | $357.08 | 4.73K |
| Q2 2020 | share | Increase | +23.13% | 605 shares | 420K | $325.65 | 3.22K |
| Q1 2020 | share | Decrease | -64.17% | -4.68K shares | -1.35M | $241.69 | 2.61K |
| Q4 2019 | share | Increase | +5.60% | 387 shares | 300K | $268.66 | 7.30K |
| Q3 2019 | share | Increase | +14.13% | 856 shares | 314K | $240.53 | 6.91K |
| Q2 2019 | share | Increase | +36.60% | 1.62K shares | 446K | $223.16 | 6.05K |
| Q1 2019 | share | Increase | +6.23% | 260 shares | 224K | $205.72 | 4.43K |
| Q4 2018 | share | Increase | 0.00% | 4.17K shares | 710K | $165.57 | 4.17K |