Partners Capital Investment Group’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,407
| Closed | -$620K | – | 247 |
|
|
2023
Q4 | $620K | Sell |
1,407
-180
| -11% | -$79.3K | 0.01% | 166 |
|
|
2023
Q3 | $580K | Buy |
1,587
+473
| +42% | +$173K | 0.01% | 169 |
|
|
2023
Q2 | $447K | Buy |
+1,114
| New | +$447K | 0.01% | 171 |
|
|
2021
Q3 | – | Sell |
-2,030
| Closed | -$833K | – | 152 |
|
|
2021
Q2 | $833K | Sell |
2,030
-5,267
| -72% | -$2.16M | 0.04% | 122 |
|
|
2021
Q1 | $2.58M | Buy |
+7,297
| New | +$2.58M | 0.11% | 98 |
|