GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $838K | Buy |
|
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|
2023
Q2 | $902K | Sell |
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|
2023
Q1 | $780K | Sell |
|
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|
2022
Q4 | $775K | Sell |
|
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|
2022
Q3 | $726K | Sell |
|
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|
2022
Q2 | $1.06M | Sell |
|
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|
2022
Q1 | $1.35M | Buy |
|
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|
2021
Q4 | $1.51M | Buy |
|
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|
2021
Q3 | $1.24M | Buy |
|
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|
2021
Q2 | $1.05M | Sell |
|
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|
2021
Q1 | $1.19M | Buy |
|
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|
2020
Q4 | $591K | Sell |
|
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|
2020
Q3 | $1.01M | Sell |
|
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|
2020
Q2 | $930K | Buy |
|
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $754K | Sell |
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|
2019
Q3 | $746K | Hold |
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|
2019
Q2 | $694K | Sell |
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|
2019
Q1 | $676K | Buy |
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|
2018
Q4 | $376K | Sell |
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|
2018
Q3 | $434K | Sell |
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|
2018
Q2 | $456K | Buy |
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|
2018
Q1 | $422K | Buy |
|