JDR
Jay D. Rosenbaum’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-653
| Closed | -$291K | – | 23 |
|
|
2024
Q2 | $291K | Buy |
653
+90
| +16% | +$40.1K | 1.65% | 17 |
|
|
2024
Q1 | $240K | Hold |
563
| – | – | 1.36% | 22 |
|
|
2023
Q4 | $248K | Sell |
563
-72
| -11% | -$31.7K | 0.64% | 51 |
|
|
2023
Q3 | $232K | Buy |
635
+78
| +14% | +$28.5K | 0.39% | 58 |
|
|
2023
Q2 | $223K | Buy |
+557
| New | +$223K | 0.36% | 62 |
|
|
2022
Q2 | – | Sell |
-557
| Closed | -$228K | – | 67 |
|
|
2022
Q1 | $228K | Hold |
557
| – | – | 0.36% | 61 |
|
|
2021
Q4 | $263K | Buy |
+557
| New | +$263K | 0.39% | 56 |
|