CFM
Catalyst Funds Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-960
| Closed | -$488K | – | 680 |
|
|
2025
Q1 | $488K | Sell |
960
-240
| -20% | -$122K | 0.13% | 190 |
|
|
2024
Q4 | $598K | Hold |
1,200
| – | – | 0.15% | 138 |
|
|
2024
Q3 | $620K | Buy |
1,200
+900
| +300% | +$465K | 0.14% | 112 |
|
|
2024
Q2 | $134K | Sell |
300
-1,600
| -84% | -$714K | 0.04% | 247 |
|
|
2024
Q1 | $808K | Buy |
+1,900
| New | +$808K | 0.23% | 98 |
|