Highview Capital Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,905
| Closed | -$1.5M | – | 127 |
|
|
2024
Q3 | $1.5M | Buy |
2,905
+60
| +2% | +$31K | 0.61% | 48 |
|
|
2024
Q2 | $1.27M | Buy |
2,845
+42
| +1% | +$18.7K | 0.53% | 54 |
|
|
2024
Q1 | $1.19M | Buy |
2,803
+248
| +10% | +$106K | 0.54% | 57 |
|
|
2023
Q4 | $1.13M | Buy |
2,555
+13
| +0.5% | +$5.73K | 0.6% | 46 |
|
|
2023
Q3 | $929K | Sell |
2,542
-20
| -0.8% | -$7.31K | 0.53% | 54 |
|
|
2023
Q2 | $1.03M | Buy |
+2,562
| New | +$1.03M | 0.55% | 56 |
|