Institutional & Family Asset Management’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 | $47.7K | Buy |
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|
2024
Q1 | $40K | Sell |
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|
2023
Q4 | $45.4K | Hold |
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|
2023
Q3 | $37.6K | Sell |
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|
2023
Q2 | $43.7K | Sell |
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|
2023
Q1 | $38.6K | Sell |
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|
2022
Q4 | $41.5K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | $148K | Buy |
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|
2019
Q4 | $158K | Sell |
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|
2019
Q3 | $148K | Buy |
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|
2019
Q2 | $131K | Buy |
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|
2019
Q1 | $82K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $34K | Buy |
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