Doyle Wealth Management’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 | $12.2M | Buy |
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|
2022
Q2 | $13.5M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q3 | $15.9M | Buy |
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|
2021
Q2 | $15.2M | Buy |
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|
2021
Q1 | $12.2M | Buy |
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|
2020
Q4 | $904K | Sell |
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|
2020
Q3 | $1.03M | Hold |
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|
2020
Q2 | $937K | Hold |
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|
2020
Q1 | $697K | Hold |
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|
2019
Q4 | $777K | Hold |
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|
2019
Q3 | $697K | Hold |
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|
2019
Q2 | $648K | Hold |
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|
2019
Q1 | $610K | Hold |
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|
2018
Q4 | $483K | Sell |
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|
2018
Q3 | $783K | Sell |
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|
2018
Q2 | $997K | Hold |
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|
2018
Q1 | $934K | Buy |
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|
2017
Q4 | $448K | Hold |
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|
2017
Q3 | $413K | Sell |
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|
2017
Q2 | $714K | Buy |
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|
2017
Q1 | $638K | Buy |
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