CD
Chapin Davis’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Hold |
1,163
| – | – | 0.17% | 121 |
|
|
2025
Q1 | $591K | Buy |
1,163
+710
| +157% | +$361K | 0.2% | 109 |
|
|
2024
Q4 | $234K | Hold |
453
| – | – | 0.08% | 198 |
|
|
2024
Q3 | $234K | Hold |
453
| – | – | 0.08% | 199 |
|
|
2024
Q2 | $202K | Sell |
453
-50
| -10% | -$22.3K | 0.07% | 209 |
|
|
2024
Q1 | $214K | Hold |
503
| – | – | 0.08% | 206 |
|
|
2023
Q4 | $222K | Buy |
+503
| New | +$222K | 0.09% | 188 |
|