HCC
Hirtle Callaghan & Co’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-782
| Closed | -$270K | – | 85 |
|
|
2023
Q1 | $270K | Sell |
782
-3,513
| -82% | -$1.21M | 0.01% | 77 |
|
|
2022
Q4 | $1.44M | Sell |
4,295
-126
| -3% | -$42.2K | 0.09% | 62 |
|
|
2022
Q3 | $1.35M | Buy |
4,421
+2,434
| +122% | +$743K | 0.1% | 61 |
|
|
2022
Q2 | $670K | Buy |
1,987
+539
| +37% | +$182K | 0.04% | 75 |
|
|
2022
Q1 | $594K | Buy |
+1,448
| New | +$594K | 0.03% | 80 |
|