Montrusco Bolton Investments’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
Q3 | – | Sell |
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|
2019
Q2 | $6.05M | Sell |
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|
2019
Q1 | $5.87M | Sell |
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|
2018
Q4 | $5.75M | Sell |
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|
2018
Q3 | $19.7M | Buy |
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|
2018
Q2 | $9.78M | Sell |
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|
2018
Q1 | $15.1M | Buy |
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|
2017
Q4 | $13.2M | Sell |
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|
2017
Q3 | $18M | Buy |
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|
2017
Q2 | $16.5M | Sell |
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|
2017
Q1 | $14.8M | Sell |
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|
2016
Q4 | $15.5M | Sell |
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|
2016
Q3 | $18.7M | Sell |
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|
2016
Q2 | $19.1M | Buy |
|