Balasa Dinverno & Foltz’s S&P Global SPGI Stock Holding History

Balasa Dinverno & Foltz’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$294K	Buy
2022 Q2	$322K	Sell
2022 Q1	$442K	Buy
2021 Q4	$334K	Buy
2021 Q3	$295K	Sell
2021 Q2	$286K	Sell
2021 Q1	$258K	Sell
2020 Q4	$328K	Buy
2020 Q3	$232K	Buy
2020 Q2	$201K	Buy