Lau Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $245K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $211K | Sell |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $265K | Hold |
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|
2018
Q1 | $248K | Sell |
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|
2017
Q4 | $271K | Hold |
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|
2017
Q3 | $250K | Hold |
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $209K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $202K | Buy |
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