H.L. Ormond & Company’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$930K Buy
3,042
+312
+11% +$95.4K 1.49% 18
2022
Q2
$920K Sell
2,730
-331
-11% -$112K 1.49% 20
2022
Q1
$1.26M Buy
+3,061
New +$1.26M 1.53% 12