Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $540K | Hold |
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|
2020
Q4 | $503K | Buy |
|
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|
2020
Q3 | $509K | Buy |
|
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|
2020
Q2 | $384K | Buy |
|
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $369K | Buy |
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|
2019
Q3 | $322K | Sell |
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|
2019
Q2 | $493K | Sell |
|
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|
2019
Q1 | $463K | Buy |
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|
2018
Q4 | $374K | Buy |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $407K | Buy |
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|
2018
Q1 | $255K | Buy |
|
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|
2017
Q4 | $206K | Buy |
|