MAP
Moody Aldrich Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-423
| Closed | -$211K | – | 212 |
|
|
2024
Q4 | $211K | Hold |
423
| – | – | 0.04% | 193 |
|
|
2024
Q3 | $219K | Sell |
423
-86
| -17% | -$44.4K | 0.04% | 188 |
|
|
2024
Q2 | $227K | Buy |
509
+3
| +0.6% | +$1.34K | 0.04% | 184 |
|
|
2024
Q1 | $215K | Buy |
+506
| New | +$215K | 0.04% | 207 |
|