Parsec Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $213K | Hold |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $212K | Buy |
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