Dowling & Yahnke’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 | $221K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $329K | Buy |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $215K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $287K | Hold |
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|
2018
Q2 | $299K | Hold |
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|
2018
Q1 | $280K | Hold |
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|
2017
Q4 | $249K | Hold |
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|
2017
Q3 | $229K | Hold |
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|
2017
Q2 | $214K | Buy |
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