Caldwell Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,880
| Closed | -$1.14M | – | 32 |
|
|
2023
Q2 | $1.14M | Hold |
2,880
| – | – | 0.86% | 26 |
|
|
2023
Q1 | $992K | Hold |
2,880
| – | – | 0.98% | 21 |
|
|
2022
Q4 | $966K | Hold |
2,880
| – | – | 1.02% | 22 |
|
|
2022
Q3 | $895K | Hold |
2,880
| – | – | 1.09% | 21 |
|
|
2022
Q2 | $970K | Sell |
2,880
-2,191
| -43% | -$738K | 0.97% | 22 |
|
|
2022
Q1 | $2.12M | Hold |
5,071
| – | – | 1.68% | 10 |
|
|
2021
Q4 | $2.4M | Buy |
+5,071
| New | +$2.4M | 1.87% | 11 |
|