Bruderman Asset 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
$655K Sell
2022
Q1
$814K Sell
2021
Q4
$1.56M Sell
2021
Q3
$2.78M Buy
2021
Q2
$2.54M Buy
2021
Q1
$2.13M Buy
2020
Q4
$1.93M Buy
2020
Q3
$1.91M Sell
2020
Q2
$1.86M Buy