ACCRETIVE WEALTH PARTNERS, LLC – S&P Global Inc. Transaction History
ACCRETIVE WEALTH PARTNERS, LLC portfolio value:
$650,000
portfolio value
ACCRETIVE WEALTH PARTNERS, 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 | -1.16% | -25 shares | -76K | $305.35 | 2.13K |
Q2 2022 | share | Decrease | -8.84% | -209 shares | -244K | $337.06 | 2.15K |
Q1 2022 | share | Increase | +2.03% | 47 shares | -123K | $410.18 | 2.36K |
Q4 2021 | share | Increase | +2.12% | 48 shares | 129K | $470.48 | 2.31K |
Q3 2021 | share | Increase | +4.08% | 89 shares | 69K | $424.19 | 2.26K |
Q2 2021 | share | Increase | +6.97% | 142 shares | 176K | $409.05 | 2.18K |
Q1 2021 | share | Increase | +17.74% | 307 shares | 150K | $350.95 | 2.03K |
Q4 2020 | share | Increase | 0.00% | 1.73K shares | 569K | $326.17 | 1.73K |