CPWM LLC’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $399K | Buy |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $401K | Buy |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $338K | Hold |
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|
2018
Q4 | $273K | Buy |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $297K | Hold |
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|
2018
Q1 | $279K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q3 | $247K | Buy |
|