HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $297K | Sell |
|
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|
2023
Q2 | $372K | Buy |
|
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|
2023
Q1 | $311K | Hold |
|
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|
2022
Q4 | $302K | Hold |
|
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $328 | Hold |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
|