Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $194K | Buy |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | $147K | Sell |
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|
2020
Q2 | $136K | Buy |
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|
2020
Q1 | $86K | Buy |
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|
2019
Q4 | $63K | Hold |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | $51K | Buy |
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|
2019
Q1 | $34K | Buy |
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|
2018
Q4 | $16K | Buy |
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