HDIM
Hanson & Doremus Investment Management’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $108K | Hold |
204
| – | – | 0.01% | 254 |
|
2025
Q1 | $104K | Hold |
204
| – | – | 0.02% | 249 |
|
2024
Q4 | $102K | Buy |
+204
| New | +$102K | 0.02% | 246 |
|
2024
Q3 | – | Sell |
-25
| Closed | -$11K | – | 450 |
|
2024
Q2 | $11K | Hold |
25
| – | – | ﹤0.01% | 407 |
|
2024
Q1 | $11K | Buy |
+25
| New | +$11K | ﹤0.01% | 398 |
|
2023
Q2 | – | Sell |
-63
| Closed | -$22K | – | 467 |
|
2023
Q1 | $22K | Buy |
63
+47
| +294% | +$16.4K | ﹤0.01% | 364 |
|
2022
Q4 | $5K | Buy |
16
+3
| +23% | +$938 | ﹤0.01% | 482 |
|
2022
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 492 |
|
2022
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 502 |
|
2022
Q1 | $5K | Hold |
13
| – | – | ﹤0.01% | 488 |
|
2021
Q4 | $6K | Hold |
13
| – | – | ﹤0.01% | 451 |
|
2021
Q3 | $6K | Buy |
+13
| New | +$6K | ﹤0.01% | 436 |
|
2021
Q2 | – | Sell |
-13
| Closed | -$5K | – | 514 |
|
2021
Q1 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 440 |
|
2020
Q2 | – | Sell |
-300
| Closed | -$74K | – | 447 |
|
2020
Q1 | $74K | Buy |
+300
| New | +$74K | 0.03% | 223 |
|
2018
Q2 | – | Sell |
-300
| Closed | -$57K | – | 514 |
|
2018
Q1 | $57K | Buy |
+300
| New | +$57K | 0.02% | 288 |
|