NR
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Newfound Research’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$78K Sell
256
-33
-11% -$10.1K 0.19% 62
2022
Q2
$97K Buy
289
+1
+0.3% +$336 0.21% 40
2022
Q1
$118K Buy
288
+9
+3% +$3.69K 0.15% 84
2021
Q4
$132K Buy
279
+5
+2% +$2.37K 0.16% 69
2021
Q3
$116K Buy
274
+42
+18% +$17.8K 0.19% 27
2021
Q2
$95K Buy
232
+4
+2% +$1.64K 0.19% 21
2021
Q1
$80K Sell
228
-45
-16% -$15.8K 0.19% 41
2020
Q4
$90K Buy
+273
New +$90K 0.23% 84