CMBA
C.M. Bidwell & Associates’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $346K | Sell |
681
-18
| -3% | -$9.15K | 0.21% | 81 |
|
|
2024
Q4 | $348K | Buy |
699
+690
| +7,667% | +$344K | 0.21% | 79 |
|
|
2024
Q3 | $4.65K | Buy |
+9
| New | +$4.65K | ﹤0.01% | 337 |
|
|
2022
Q2 | – | Sell |
-173
| Closed | -$71K | – | 551 |
|
|
2022
Q1 | $71K | Hold |
173
| – | – | 0.05% | 271 |
|
|
2021
Q4 | $82K | Hold |
173
| – | – | 0.05% | 253 |
|
|
2021
Q3 | $74K | Sell |
173
-2
| -1% | -$855 | 0.05% | 259 |
|
|
2021
Q2 | $72K | Hold |
175
| – | – | 0.05% | 266 |
|
|
2021
Q1 | $62K | Buy |
175
+10
| +6% | +$3.54K | 0.05% | 284 |
|
|
2020
Q4 | $54K | Sell |
165
-165
| -50% | -$54K | 0.04% | 286 |
|
|
2020
Q3 | $119K | Sell |
330
-57
| -15% | -$20.6K | 0.11% | 179 |
|
|
2020
Q2 | $128K | Sell |
387
-99
| -20% | -$32.7K | 0.12% | 175 |
|
|
2020
Q1 | $119K | Sell |
486
-1,577
| -76% | -$386K | 0.13% | 152 |
|
|
2019
Q4 | $563K | Buy |
+2,063
| New | +$563K | 0.51% | 47 |
|
|
2018
Q3 | – | Sell |
-5,115
| Closed | -$1.04M | – | 448 |
|
|
2018
Q2 | $1.04M | Sell |
5,115
-120
| -2% | -$24.5K | 0.97% | 22 |
|
|
2018
Q1 | $1M | Buy |
+5,235
| New | +$1M | 0.91% | 26 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$20K | – | 371 |
|
|
2017
Q1 | $20K | Sell |
150
-30
| -17% | -$4K | ﹤0.01% | 208 |
|
|
2016
Q4 | $19K | Hold |
180
| – | – | ﹤0.01% | 215 |
|
|
2016
Q3 | $23K | Sell |
180
-5
| -3% | -$639 | 0.01% | 223 |
|
|
2016
Q2 | $20K | Buy |
+185
| New | +$20K | 0.01% | 209 |
|