North American 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
2021
Q1
$529K Hold
2020
Q4
$493K Hold
2020
Q3
$541K Sell
2020
Q2
$523K Hold
2020
Q1
$389K Hold
2019
Q4
$434K Hold
2019
Q3
$389K Hold
2019
Q2
$362K Sell
2019
Q1
$366K Hold
2018
Q4
$295K Hold
2018
Q3
$340K Hold
2018
Q2
$354K Hold
2018
Q1
$332K Hold
2017
Q4
$294K Hold
2017
Q3
$272K Hold
2017
Q2
$254K Hold
2017
Q1
$227K Buy
2016
Q4
Sell
2016
Q3
$209K Buy