BP
BBR Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,575
| Closed | -$576K | – | 221 |
|
|
2023
Q3 | $576K | Buy |
+1,575
| New | +$576K | 0.06% | 93 |
|
|
2020
Q2 | – | Sell |
-1,968
| Closed | -$482K | – | 182 |
|
|
2020
Q1 | $482K | Sell |
1,968
-124
| -6% | -$30.4K | 0.07% | 91 |
|
|
2019
Q4 | $571K | Buy |
2,092
+100
| +5% | +$27.3K | 0.06% | 104 |
|
|
2019
Q3 | $488K | Buy |
+1,992
| New | +$488K | 0.07% | 72 |
|