Bar Harbor Wealth Management’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
Q3 | $855K | Hold |
|
|||||
|
2025
Q2 | $926K | Sell |
|
|||||
|
2025
Q1 | $916K | Sell |
|
|||||
|
2024
Q4 | $902K | Sell |
|
|||||
|
2024
Q3 | $1.19M | Sell |
|
|||||
|
2024
Q2 | $1.03M | Sell |
|
|||||
|
2024
Q1 | $990K | Sell |
|
|||||
|
2023
Q4 | $1.03M | Buy |
|
|||||
|
2023
Q3 | $684K | Sell |
|
|||||
|
2023
Q2 | $758K | Hold |
|
|||||
|
2023
Q1 | $652K | Hold |
|
|||||
|
2022
Q4 | $634K | Hold |
|
|||||
|
2022
Q3 | $578K | Sell |
|
|||||
|
2022
Q2 | $641K | Buy |
|
|||||
|
2022
Q1 | $212K | Sell |
|
|||||
|
2021
Q4 | $306K | Hold |
|
|||||
|
2021
Q3 | $276K | Sell |
|
|||||
|
2021
Q2 | $450K | Hold |
|
|||||
|
2021
Q1 | $388K | Sell |
|
|||||
|
2020
Q4 | $755K | Sell |
|
|||||
|
2020
Q3 | $1.3M | Hold |
|
|||||
|
2020
Q2 | $1.19M | Sell |
|
|||||
|
2020
Q1 | $905K | Sell |
|
|||||
|
2019
Q4 | $1.1M | Sell |
|
|||||
|
2019
Q3 | $1.07M | Buy |
|
|||||
|
2019
Q2 | $905K | Hold |
|
|||||
|
2019
Q1 | $837K | Hold |
|
|||||
|
2018
Q4 | $675K | Buy |
|
|||||
|
2018
Q3 | $732K | Hold |
|
|||||
|
2018
Q2 | $764K | Sell |
|
|||||
|
2018
Q1 | $735K | Hold |
|
|||||
|
2017
Q4 | $652K | Hold |
|
|||||
|
2017
Q3 | $601K | Hold |
|
|||||
|
2017
Q2 | $561K | Sell |
|
|||||
|
2017
Q1 | $526K | Sell |
|
|||||
|
2016
Q4 | $457K | Hold |
|
|||||
|
2016
Q3 | $538K | Hold |
|
|||||
|
2016
Q2 | $455K | Buy |
|