Alpine Woods Capital Investors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
1,275
+106
| +9% | +$55.9K | 0.16% | 103 |
|
|
2025
Q1 | $594K | Sell |
1,169
-1,678
| -59% | -$853K | 0.15% | 104 |
|
|
2024
Q4 | $1.42M | Hold |
2,847
| – | – | 0.27% | 104 |
|
|
2024
Q3 | $1.44M | Sell |
2,847
-808
| -22% | -$410K | 0.25% | 103 |
|
|
2024
Q2 | $1.63M | Buy |
3,655
+808
| +28% | +$360K | 0.25% | 101 |
|
|
2024
Q1 | $1.18M | Sell |
2,847
-203
| -7% | -$84.4K | 0.24% | 108 |
|
|
2023
Q4 | $1.34M | Buy |
+3,050
| New | +$1.34M | 0.2% | 107 |
|