Avalon Investment & Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $817K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11.6M | Sell |
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|
2018
Q2 | $12.1M | Sell |
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|
2018
Q1 | $11.7M | Sell |
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|
2017
Q4 | $10.4M | Sell |
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|
2017
Q3 | $9.73M | Sell |
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|
2017
Q2 | $9.31M | Sell |
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|
2017
Q1 | $8.45M | Buy |
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|
2016
Q4 | $6.67M | Sell |
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|
2016
Q3 | $8.44M | Buy |
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