Highland Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $289K | Buy |
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|
2020
Q1 | $205K | Buy |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $200K | Buy |
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