Optimal Asset 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
Q3
$982K Hold
2021
Q2
$948K Hold
2021
Q1
$815K Buy
2020
Q4
$365K Hold
2020
Q3
$400K Sell
2020
Q2
$666K Sell
2020
Q1
$2.85K Buy
2019
Q4
$2.33M Buy