Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $154K | Hold |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $24K | Hold |
|
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|
2019
Q2 | $23K | Sell |
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|
2019
Q1 | $26K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $16K | Buy |
|