Intersect Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $899K | Buy |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Hold |
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|
2018
Q2 | $222K | Buy |
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