EAM
Eschler Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-951
| Closed | -$491K | – | 76 |
|
|
2024
Q3 | $491K | Sell |
951
-694
| -42% | -$359K | 0.73% | 45 |
|
|
2024
Q2 | $734K | Buy |
+1,645
| New | +$734K | 0.58% | 27 |
|
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$451K | – | 61 |
|
|
2022
Q1 | $451K | Buy |
+1,100
| New | +$451K | 0.42% | 27 |
|