Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.46M | Hold |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $2.14M | Buy |
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|
2021
Q1 | $809K | Buy |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $455K | Buy |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $196K | Hold |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $196K | Hold |
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|
2019
Q2 | $182K | Hold |
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|
2019
Q1 | $168K | Sell |
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|
2018
Q4 | $153K | Hold |
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|
2018
Q3 | $176K | Sell |
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|
2018
Q2 | $204K | Hold |
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|
2018
Q1 | $191K | Hold |
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|
2017
Q4 | $169K | Hold |
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|
2017
Q3 | $156K | Buy |
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