Jaffetilchin Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-704
| Closed | -$358K | – | 459 |
|
|
2025
Q1 | $358K | Buy |
704
+70
| +11% | +$35.8K | 0.03% | 290 |
|
|
2024
Q4 | $316K | Buy |
634
+1
| +0.2% | +$507 | 0.02% | 300 |
|
|
2024
Q3 | $327K | Sell |
633
-22
| -3% | -$10.9K | 0.02% | 281 |
|
|
2024
Q2 | $292K | Buy |
655
+19
| +3% | +$8.15K | 0.03% | 286 |
|
|
2024
Q1 | $271K | Sell |
636
-1
| -0.2% | -$433 | 0.02% | 306 |
|
|
2023
Q4 | $281K | Buy |
637
+1
| +0.2% | +$395 | 0.03% | 285 |
|
|
2023
Q3 | $232K | Sell |
636
-8
| -1% | -$3.15K | 0.03% | 304 |
|
|
2023
Q2 | $258K | Buy |
644
+9
| +1% | +$3.29K | 0.03% | 307 |
|
|
2023
Q1 | $219K | Buy |
635
+1
| +0.2% | +$352 | 0.02% | 329 |
|
|
2022
Q4 | $212K | Buy |
+634
| New | +$209K | 0.03% | 326 |
|
|
2022
Q3 | – | Sell |
-645
| Closed | -$217K | – | 345 |
|
|
2022
Q2 | $217K | Buy |
645
+1
| +0.2% | +$356 | 0.03% | 293 |
|
|
2022
Q1 | $212K | Buy |
644
+13
| +2% | +$5.29K | 0.03% | 299 |
|
|
2021
Q4 | $298K | Buy |
631
+20
| +3% | +$9.15K | 0.03% | 282 |
|
|
2021
Q3 | $259K | Sell |
611
-549
| -47% | -$238K | 0.03% | 296 |
|
|
2021
Q2 | $431K | Buy |
1,160
+525
| +83% | +$202K | 0.03% | 282 |
|
|
2021
Q1 | $224K | Buy |
+635
| New | +$211K | 0.03% | 321 |
|
|
2020
Q1 | – | Sell |
-833
| Closed | -$227K | – | 221 |
|
|
2019
Q4 | $227K | Sell |
833
-86
| -9% | -$22.3K | 0.05% | 212 |
|
|
2019
Q3 | $225K | Buy |
919
+8
| +0.9% | +$2K | 0.05% | 200 |
|
|
2019
Q2 | $208K | Buy |
+911
| New | +$199K | 0.05% | 244 |
|
|
2018
Q3 | – | Sell |
-1,105
| Closed | -$225K | – | 335 |
|
|
2018
Q2 | $225K | Sell |
1,105
-1,684
| -60% | -$333K | 0.05% | 266 |
|
|
2018
Q1 | $533K | Buy |
+2,789
| New | +$515K | 0.12% | 150 |
|
Other funds holding SPGI
