Hillsdale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-190
| Closed | -$94.6K | – | 696 |
|
|
2024
Q4 | $94.6K | Buy |
+190
| New | +$94.6K | ﹤0.01% | 437 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$47K | – | 615 |
|
|
2021
Q3 | $47K | Buy |
+110
| New | +$47K | ﹤0.01% | 489 |
|
|
2021
Q1 | – | Sell |
-160
| Closed | -$53K | – | 672 |
|
|
2020
Q4 | $53K | Sell |
160
-1,339
| -89% | -$444K | 0.01% | 436 |
|
|
2020
Q3 | $541K | Buy |
1,499
+59
| +4% | +$21.3K | 0.05% | 301 |
|
|
2020
Q2 | $474K | Sell |
1,440
-360
| -20% | -$119K | 0.04% | 335 |
|
|
2020
Q1 | $442K | Sell |
1,800
-130
| -7% | -$31.9K | 0.05% | 311 |
|
|
2019
Q4 | $527K | Buy |
1,930
+1,900
| +6,333% | +$519K | 0.05% | 335 |
|
|
2019
Q3 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 522 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$8K | – | 642 |
|
|
2018
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 370 |
|
|
2018
Q2 | $8K | Sell |
40
-10
| -20% | -$2K | ﹤0.01% | 377 |
|
|
2018
Q1 | $10K | Hold |
50
| – | – | ﹤0.01% | 343 |
|
|
2017
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 372 |
|
|
2017
Q3 | $8K | Sell |
50
-2,200
| -98% | -$352K | ﹤0.01% | 369 |
|
|
2017
Q2 | $328K | Buy |
+2,250
| New | +$328K | 0.06% | 230 |
|