Evergreen Capital Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
3,745
+811
| +28% | +$428K | 0.06% | 267 |
|
|
2025
Q1 | $1.49M | Buy |
2,934
+118
| +4% | +$60K | 0.05% | 282 |
|
|
2024
Q4 | $1.4M | Sell |
2,816
-12
| -0.4% | -$5.98K | 0.05% | 298 |
|
|
2024
Q3 | $1.46M | Buy |
2,828
+76
| +3% | +$39.3K | 0.05% | 287 |
|
|
2024
Q2 | $1.23M | Buy |
2,752
+254
| +10% | +$113K | 0.04% | 285 |
|
|
2024
Q1 | $1.06M | Sell |
2,498
-410
| -14% | -$174K | 0.04% | 287 |
|
|
2023
Q4 | $1.28M | Sell |
2,908
-32
| -1% | -$14.1K | 0.05% | 267 |
|
|
2023
Q3 | $1.07M | Buy |
2,940
+30
| +1% | +$11K | 0.05% | 277 |
|
|
2023
Q2 | $1.17M | Buy |
2,910
+197
| +7% | +$79K | 0.05% | 271 |
|
|
2023
Q1 | $935K | Buy |
2,713
+101
| +4% | +$34.8K | 0.04% | 283 |
|
|
2022
Q4 | $875K | Sell |
2,612
-203
| -7% | -$68K | 0.04% | 294 |
|
|
2022
Q3 | $860K | Buy |
2,815
+1,669
| +146% | +$510K | 0.04% | 274 |
|
|
2022
Q2 | $386K | Buy |
1,146
+27
| +2% | +$9.09K | 0.02% | 372 |
|
|
2022
Q1 | $459K | Buy |
1,119
+448
| +67% | +$184K | 0.02% | 392 |
|
|
2021
Q4 | $317K | Buy |
671
+60
| +10% | +$28.3K | 0.01% | 466 |
|
|
2021
Q3 | $260K | Sell |
611
-1
| -0.2% | -$426 | 0.01% | 477 |
|
|
2021
Q2 | $251K | Buy |
+612
| New | +$251K | 0.01% | 457 |
|
|
2021
Q1 | – | Sell |
-974
| Closed | -$320K | – | 518 |
|
|
2020
Q4 | $320K | Sell |
974
-56
| -5% | -$18.4K | 0.02% | 334 |
|
|
2020
Q3 | $371K | Buy |
1,030
+94
| +10% | +$33.9K | 0.03% | 303 |
|
|
2020
Q2 | $308K | Buy |
936
+38
| +4% | +$12.5K | 0.02% | 306 |
|
|
2020
Q1 | $220K | Buy |
898
+3
| +0.3% | +$735 | 0.02% | 317 |
|
|
2019
Q4 | $244K | Buy |
+895
| New | +$244K | 0.02% | 388 |
|