Israel Discount Bank of New York’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 | $896K | Hold |
1,700
| – | – | 3.4% | 9 |
|
2025
Q1 | $864K | Hold |
1,700
| – | – | 0.66% | 13 |
|
2024
Q4 | $847K | Hold |
1,700
| – | – | 0.62% | 18 |
|
2024
Q3 | $878K | Hold |
1,700
| – | – | 1.31% | 17 |
|
2024
Q2 | $758K | Hold |
1,700
| – | – | 1.21% | 20 |
|
2024
Q1 | $723K | Hold |
1,700
| – | – | 0.9% | 27 |
|
2023
Q4 | $749K | Hold |
1,700
| – | – | 0.59% | 32 |
|
2023
Q3 | $621K | Hold |
1,700
| – | – | 0.52% | 37 |
|
2023
Q2 | $682K | Hold |
1,700
| – | – | 0.54% | 36 |
|
2023
Q1 | $586K | Sell |
1,700
-10
| -0.6% | -$3.45K | 0.44% | 51 |
|
2022
Q4 | $572K | Hold |
1,710
| – | – | 0.48% | 50 |
|
2022
Q3 | $522K | Hold |
1,710
| – | – | 0.43% | 56 |
|
2022
Q2 | $576K | Hold |
1,710
| – | – | 0.44% | 55 |
|
2022
Q1 | $701K | Hold |
1,710
| – | – | 0.46% | 51 |
|
2021
Q4 | $807K | Hold |
1,710
| – | – | 0.5% | 47 |
|
2021
Q3 | $726K | Buy |
+1,710
| New | +$726K | 0.49% | 48 |
|
2021
Q1 | $604K | Hold |
1,710
| – | – | 0.47% | 49 |
|
2020
Q4 | $562K | Sell |
1,710
-350
| -17% | -$115K | 0.41% | 59 |
|
2020
Q3 | $743K | Sell |
2,060
-65
| -3% | -$23.4K | 0.48% | 51 |
|
2020
Q2 | $700K | Sell |
2,125
-90
| -4% | -$29.6K | 0.48% | 54 |
|
2020
Q1 | $543K | Hold |
2,215
| – | – | 0.42% | 64 |
|
2019
Q4 | $605K | Hold |
2,215
| – | – | 0.4% | 60 |
|
2019
Q3 | $542K | Sell |
2,215
-100
| -4% | -$24.5K | 0.4% | 62 |
|
2019
Q2 | $527K | Buy |
2,315
+215
| +10% | +$48.9K | 0.4% | 57 |
|
2019
Q1 | $442K | Hold |
2,100
| – | – | 0.3% | 62 |
|
2018
Q4 | $357K | Buy |
2,100
+400
| +24% | +$68K | 0.27% | 70 |
|
2018
Q3 | $332K | Hold |
1,700
| – | – | 0.22% | 74 |
|
2018
Q2 | $347K | Hold |
1,700
| – | – | 0.23% | 70 |
|
2018
Q1 | $325K | Hold |
1,700
| – | – | 0.22% | 74 |
|
2017
Q4 | $288K | Hold |
1,700
| – | – | 0.2% | 77 |
|
2017
Q3 | $266K | Hold |
1,700
| – | – | 0.2% | 76 |
|
2017
Q2 | $248K | Hold |
1,700
| – | – | 0.2% | 77 |
|
2017
Q1 | $222K | Hold |
1,700
| – | – | 0.18% | 80 |
|
2016
Q4 | $183K | Buy |
+1,700
| New | +$183K | 0.17% | 93 |
|