GCA
Greenwood Capital Associates’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
1,811
-100
| -5% | -$52.7K | 0.12% | 141 |
|
|
2025
Q1 | $971K | Hold |
1,911
| – | – | 0.13% | 131 |
|
|
2024
Q4 | $952K | Sell |
1,911
-21,600
| -92% | -$10.8M | 0.12% | 142 |
|
|
2024
Q3 | $12.1M | Sell |
23,511
-1,050
| -4% | -$542K | 1.58% | 12 |
|
|
2024
Q2 | $11M | Buy |
+24,561
| New | +$11M | 1.44% | 12 |
|
|
2023
Q1 | – | Sell |
-13,262
| Closed | -$4.44M | – | 255 |
|
|
2022
Q4 | $4.44M | Buy |
13,262
+17
| +0.1% | +$5.69K | 0.73% | 49 |
|
|
2022
Q3 | $4.05M | Sell |
13,245
-39
| -0.3% | -$11.9K | 0.69% | 47 |
|
|
2022
Q2 | $4.48M | Buy |
13,284
+84
| +0.6% | +$28.3K | 0.72% | 48 |
|
|
2022
Q1 | $5.41M | Hold |
13,200
| – | – | 1.42% | 23 |
|
|
2021
Q4 | $6.23M | Sell |
13,200
-17
| -0.1% | -$8.02K | 0.88% | 44 |
|
|
2021
Q3 | $5.62M | Hold |
13,217
| – | – | 0.86% | 45 |
|
|
2021
Q2 | $5.43M | Hold |
13,217
| – | – | 0.82% | 47 |
|
|
2021
Q1 | $4.66M | Sell |
13,217
-39
| -0.3% | -$13.8K | 0.73% | 46 |
|
|
2020
Q4 | $4.36M | Sell |
13,256
-5,000
| -27% | -$1.64M | 0.73% | 47 |
|
|
2020
Q3 | $6.58M | Buy |
+18,256
| New | +$6.58M | 1.28% | 28 |
|