Capricorn Fund Managers’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
Q2
Sell
-9,100
Closed -$3.14M 105
2023
Q1
$3.14M Buy
9,100
+3,200
+54% +$1.1M 0.96% 39
2022
Q4
$1.98M Buy
5,900
+1,000
+20% +$335K 0.51% 55
2022
Q3
$1.5M Buy
4,900
+4,173
+574% +$1.27M 0.47% 63
2022
Q2
$245K Buy
+727
New +$245K 0.04% 101