BAM
Bruderman Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $655K | Sell |
1,944
-44
| -2% | -$14.8K | 1.18% | 35 |
|
|
2022
Q1 | $814K | Sell |
1,988
-1,300
| -40% | -$532K | 1.23% | 31 |
|
|
2021
Q4 | $1.56M | Sell |
3,288
-3,255
| -50% | -$1.54M | 1.19% | 27 |
|
|
2021
Q3 | $2.78M | Buy |
6,543
+380
| +6% | +$161K | 0.7% | 54 |
|
|
2021
Q2 | $2.54M | Buy |
6,163
+120
| +2% | +$49.5K | 0.79% | 42 |
|
|
2021
Q1 | $2.13M | Buy |
6,043
+176
| +3% | +$62.1K | 0.59% | 55 |
|
|
2020
Q4 | $1.93M | Buy |
5,867
+560
| +11% | +$184K | 0.56% | 60 |
|
|
2020
Q3 | $1.91M | Sell |
5,307
-241
| -4% | -$86.9K | 0.63% | 51 |
|
|
2020
Q2 | $1.86M | Buy |
+5,548
| New | +$1.86M | 0.61% | 50 |
|