Asset Dedication 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
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|
2025
Q1 | $87.9K | Buy |
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|
2024
Q4 | $76.7K | Buy |
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|
2024
Q3 | $75.9K | Sell |
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|
2024
Q2 | $67.3K | Buy |
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|
2024
Q1 | $61K | Hold |
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|
2023
Q4 | $64K | Buy |
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|
2023
Q3 | $35K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2K | Sell |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | $798K | Buy |
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|
2022
Q1 | $820K | Sell |
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|
2021
Q4 | $993K | Buy |
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|
2021
Q3 | $762K | Sell |
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|
2021
Q2 | $747K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $478K | Buy |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | $160K | Buy |
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