Regent Investment Management’s S&P Global SPGI Stock Holding History

Regent Investment Management’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$487K	Buy
2022 Q3	$275K	Hold
2022 Q2	$303K	Sell
2022 Q1	$379K	Hold
2021 Q4	$437K	Hold
2021 Q3	$393K	Sell
2021 Q2	$384K	Sell
2021 Q1	$412K	Hold
2020 Q4	$384K	Hold
2020 Q3	$421K	Sell
2020 Q2	$400K	Hold
2020 Q1	$297K	Sell
2019 Q4	$337K	Hold
2019 Q3	$302K	Hold
2019 Q2	$281K	Hold
2019 Q1	$260K	Hold
2018 Q4	$210K	Hold
2018 Q3	$241K	Hold
2018 Q2	$251K	Hold
2018 Q1	$236K	Sell
2017 Q4	$279K	Hold
2017 Q3	$258K	Hold
2017 Q2	$241K	Sell
2017 Q1	$306K	Buy