MIM
Meridiem Investment Management’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $285K | Hold |
540
| – | – | 0.01% | 34 |
|
2025
Q1 | $274K | Hold |
540
| – | – | 0.01% | 34 |
|
2024
Q4 | $269K | Hold |
540
| – | – | ﹤0.01% | 36 |
|
2024
Q3 | $279K | Buy |
540
+140
| +35% | +$72.3K | 0.01% | 42 |
|
2024
Q2 | $178K | Hold |
400
| – | – | ﹤0.01% | 39 |
|
2024
Q1 | $170K | Sell |
400
-100
| -20% | -$42.5K | ﹤0.01% | 46 |
|
2023
Q4 | $220K | Hold |
500
| – | – | ﹤0.01% | 49 |
|
2023
Q3 | $183K | Hold |
500
| – | – | ﹤0.01% | 42 |
|
2023
Q2 | $200K | Sell |
500
-375
| -43% | -$150K | 0.01% | 42 |
|
2023
Q1 | $302K | Sell |
875
-125
| -13% | -$43.1K | 0.01% | 37 |
|
2022
Q4 | $335K | Buy |
+1,000
| New | +$335K | 0.01% | 39 |
|
2022
Q1 | – | Sell |
-805
| Closed | -$380K | – | 77 |
|
2021
Q4 | $380K | Hold |
805
| – | – | 0.01% | 44 |
|
2021
Q3 | $342K | Hold |
805
| – | – | 0.01% | 44 |
|
2021
Q2 | $330K | Hold |
805
| – | – | 0.01% | 44 |
|
2021
Q1 | $284K | Hold |
805
| – | – | 0.01% | 45 |
|
2020
Q4 | $264K | Buy |
+805
| New | +$264K | 0.01% | 44 |
|