EFM
E Fund Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Sell |
1,612
-1,297
| -45% | -$684K | 0.04% | 184 |
|
|
2025
Q1 | $1.48M | Buy |
2,909
+1,088
| +60% | +$553K | 0.07% | 135 |
|
|
2024
Q4 | $907K | Sell |
1,821
-170
| -9% | -$84.7K | 0.05% | 157 |
|
|
2024
Q3 | $1.03M | Buy |
1,991
+236
| +13% | +$122K | 0.05% | 143 |
|
|
2024
Q2 | $783K | Buy |
1,755
+1,269
| +261% | +$566K | 0.04% | 141 |
|
|
2024
Q1 | $207K | Buy |
+486
| New | +$207K | 0.01% | 340 |
|
|
2023
Q3 | – | Sell |
-548
| Closed | -$220K | – | 317 |
|
|
2023
Q2 | $220K | Sell |
548
-66
| -11% | -$26.5K | 0.02% | 269 |
|
|
2023
Q1 | $212K | Sell |
614
-31
| -5% | -$10.7K | 0.02% | 288 |
|
|
2022
Q4 | $216K | Sell |
645
-42
| -6% | -$14.1K | 0.02% | 291 |
|
|
2022
Q3 | $210K | Sell |
687
-4
| -0.6% | -$1.22K | 0.02% | 299 |
|
|
2022
Q2 | $233K | Hold |
691
| – | – | 0.02% | 270 |
|
|
2022
Q1 | $283K | Buy |
691
+162
| +31% | +$66.3K | 0.01% | 219 |
|
|
2021
Q4 | $250K | Hold |
529
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $225K | Buy |
+529
| New | +$225K | 0.01% | 216 |
|