Private Vista’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
2020
Q2
$463K Sell
2020
Q1
$384K Sell
2019
Q4
$505K Sell
2019
Q3
$464K Hold
2019
Q2
$432K Sell
2019
Q1
$476K Hold
2018
Q4
$384K Hold
2018
Q3
$442K Buy
2018
Q2
$448K Buy