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