55I LLC’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$881K Buy
2022
Q2
$630K Buy
2022
Q1
$298K Buy
2021
Q4
$310K Buy
2021
Q3
$244K Sell
2021
Q2
$238K Buy
2021
Q1
$201K Buy