Rampart Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-153
| Closed | -$55K | – | 313 |
|
|
2020
Q3 | $55K | Sell |
153
-4,357
| -97% | -$1.57M | 0.03% | 313 |
|
|
2020
Q2 | $1.49M | Buy |
4,510
+2,703
| +150% | +$891K | 0.25% | 109 |
|
|
2020
Q1 | $443K | Sell |
1,807
-1,160
| -39% | -$284K | 0.21% | 106 |
|
|
2019
Q4 | $810K | Buy |
2,967
+140
| +5% | +$38.2K | 0.1% | 254 |
|
|
2019
Q3 | $693K | Sell |
2,827
-366
| -11% | -$89.7K | 0.09% | 259 |
|
|
2019
Q2 | $727K | Buy |
3,193
+922
| +41% | +$210K | 0.09% | 264 |
|
|
2019
Q1 | $478K | Sell |
2,271
-149
| -6% | -$31.4K | 0.05% | 326 |
|
|
2018
Q4 | $411K | Sell |
2,420
-2,776
| -53% | -$471K | 0.11% | 169 |
|
|
2018
Q3 | $492K | Buy |
5,196
+2,603
| +100% | +$246K | 0.22% | 114 |
|
|
2018
Q2 | $529K | Sell |
2,593
-4,188
| -62% | -$854K | 0.05% | 342 |
|
|
2018
Q1 | $1.3M | Buy |
6,781
+3,288
| +94% | +$628K | 0.12% | 213 |
|
|
2017
Q4 | $592K | Buy |
3,493
+311
| +10% | +$52.7K | 0.23% | 110 |
|
|
2017
Q3 | $497K | Buy |
3,182
+146
| +5% | +$22.8K | 0.17% | 139 |
|
|
2017
Q2 | $443K | Buy |
3,036
+2,328
| +329% | +$340K | 0.16% | 145 |
|
|
2017
Q1 | $93K | Buy |
+708
| New | +$93K | 0.03% | 154 |
|