Interchange Capital Partners’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
Q2 | $616K | Buy |
1,169
+37
| +3% | +$19.5K | 0.14% | 129 |
|
2025
Q1 | $575K | Buy |
1,132
+66
| +6% | +$33.5K | 0.16% | 124 |
|
2024
Q4 | $531K | Sell |
1,066
-14
| -1% | -$6.98K | 0.19% | 126 |
|
2024
Q3 | $558K | Buy |
1,080
+454
| +73% | +$235K | 0.2% | 125 |
|
2024
Q2 | $279K | Buy |
626
+139
| +29% | +$62K | 0.1% | 197 |
|
2024
Q1 | $210K | Buy |
487
+20
| +4% | +$8.63K | 0.14% | 154 |
|
2023
Q4 | $205K | Sell |
467
-82
| -15% | -$36K | 0.15% | 146 |
|
2023
Q3 | $201K | Buy |
+549
| New | +$201K | 0.16% | 143 |
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 953 |
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1157 |
|