AR
Advisory Research’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,096
| Closed | -$400K | – | 467 |
|
|
2023
Q3 | $400K | Buy |
1,096
+40
| +4% | +$14.6K | 0.06% | 310 |
|
|
2023
Q2 | $423K | Buy |
+1,056
| New | +$423K | 0.05% | 316 |
|
|
2018
Q4 | – | Sell |
-1,026
| Closed | -$200K | – | 394 |
|
|
2018
Q3 | $200K | Buy |
+1,026
| New | +$200K | ﹤0.01% | 356 |
|
|
2018
Q2 | – | Sell |
-1,189
| Closed | -$227K | – | 393 |
|
|
2018
Q1 | $227K | Sell |
1,189
-91
| -7% | -$17.4K | ﹤0.01% | 360 |
|
|
2017
Q4 | $217K | Sell |
1,280
-25
| -2% | -$4.24K | ﹤0.01% | 399 |
|
|
2017
Q3 | $204K | Buy |
+1,305
| New | +$204K | ﹤0.01% | 419 |
|