M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $82K | Hold |
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|
2021
Q1 | $70K | Sell |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.8M | Hold |
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|
2020
Q2 | $1.65M | Hold |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $648K | Sell |
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|
2019
Q3 | $753K | Buy |
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|
2019
Q2 | $654K | Hold |
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|
2019
Q1 | $633K | Hold |
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|
2018
Q4 | $488K | Hold |
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|
2018
Q3 | $561K | Sell |
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|
2018
Q2 | $594K | Hold |
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|
2018
Q1 | $556K | Sell |
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|
2017
Q4 | $504K | Hold |
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|
2017
Q3 | $465K | Hold |
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|
2017
Q2 | $442K | Hold |
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|
2017
Q1 | $389K | Hold |
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|
2016
Q4 | $320K | Buy |
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|
2016
Q3 | $313K | Hold |
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|
2016
Q2 | $266K | Buy |
|