Ironwood Investment Management’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 | $941K | Buy |
1,784
+18
| +1% | +$9.49K | 0.46% | 70 |
|
|
2025
Q1 | $897K | Sell |
1,766
-4
| -0.2% | -$2.03K | 0.49% | 68 |
|
|
2024
Q4 | $882K | Buy |
1,770
+15
| +0.9% | +$7.47K | 0.44% | 75 |
|
|
2024
Q3 | $907K | Sell |
1,755
-2
| -0.1% | -$1.03K | 0.44% | 77 |
|
|
2024
Q2 | $784K | Sell |
1,757
-25
| -1% | -$11.2K | 0.42% | 80 |
|
|
2024
Q1 | $758K | Buy |
1,782
+966
| +118% | +$411K | 0.37% | 81 |
|
|
2023
Q4 | $359K | Buy |
816
+12
| +1% | +$5.29K | 0.19% | 118 |
|
|
2023
Q3 | $294K | Sell |
804
-47
| -6% | -$17.2K | 0.18% | 124 |
|
|
2023
Q2 | $341K | Sell |
851
-52
| -6% | -$20.8K | 0.2% | 117 |
|
|
2023
Q1 | $311K | Sell |
903
-18
| -2% | -$6.21K | 0.19% | 120 |
|
|
2022
Q4 | $308K | Buy |
+921
| New | +$308K | 0.2% | 120 |
|