Cavalier Investments’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
Q1 | – | Sell |
-2,080
| Closed | -$697K | – | 91 |
|
|
2022
Q4 | $697K | Sell |
2,080
-126
| -6% | -$42.2K | 0.25% | 61 |
|
|
2022
Q3 | $674K | Sell |
2,206
-754
| -25% | -$230K | 0.24% | 61 |
|
|
2022
Q2 | $998K | Sell |
2,960
-271
| -8% | -$91.4K | 0.35% | 55 |
|
|
2022
Q1 | $1.33M | Sell |
3,231
-336
| -9% | -$138K | 0.35% | 68 |
|
|
2021
Q4 | $1.68M | Buy |
3,567
+24
| +0.7% | +$11.3K | 0.44% | 71 |
|
|
2021
Q3 | $1.51M | Sell |
3,543
-346
| -9% | -$147K | 0.48% | 78 |
|
|
2021
Q2 | $1.6M | Hold |
3,889
| – | – | 0.58% | 66 |
|
|
2021
Q1 | $1.37M | Buy |
3,889
+638
| +20% | +$225K | 0.6% | 68 |
|
|
2020
Q4 | $1.07M | Buy |
3,251
+813
| +33% | +$267K | 0.49% | 84 |
|
|
2020
Q3 | $879K | Sell |
2,438
-1,429
| -37% | -$515K | 0.6% | 43 |
|
|
2020
Q2 | $1.27M | Buy |
+3,867
| New | +$1.27M | 0.74% | 40 |
|
|
2019
Q1 | – | Sell |
-2,400
| Closed | -$408K | – | 161 |
|
|
2018
Q4 | $408K | Hold |
2,400
| – | – | 0.13% | 116 |
|
|
2018
Q3 | $469K | Hold |
2,400
| – | – | 0.14% | 125 |
|
|
2018
Q2 | $489K | Hold |
2,400
| – | – | 0.16% | 111 |
|
|
2018
Q1 | $459K | Hold |
2,400
| – | – | 0.16% | 105 |
|
|
2017
Q4 | $407K | Buy |
+2,400
| New | +$407K | 0.16% | 104 |
|