Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.95M | Buy |
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|
2024
Q3 | $3.9M | Buy |
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $3.07M | Hold |
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|
2023
Q4 | $3.18M | Sell |
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|
2023
Q3 | $2.67M | Sell |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.5M | Sell |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $840K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $948K | Hold |
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|
2021
Q2 | $915K | Hold |
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|
2021
Q1 | $787K | Buy |
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|
2020
Q4 | $713K | Hold |
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|
2020
Q3 | $783K | Sell |
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|
2020
Q2 | $740K | Sell |
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|
2020
Q1 | $720K | Buy |
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|
2019
Q4 | $530K | Hold |
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|
2019
Q3 | $476K | Buy |
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