Roosevelt Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14.9M | Sell |
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|
2022
Q2 | $16.5M | Buy |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $22.5M | Buy |
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|
2021
Q3 | $20M | Sell |
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|
2021
Q2 | $19.8M | Sell |
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|
2021
Q1 | $17.1M | Buy |
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|
2020
Q4 | $15.5M | Sell |
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|
2020
Q3 | $17M | Buy |
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|
2020
Q2 | $14.7M | Sell |
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|
2020
Q1 | $14.6M | Buy |
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|
2019
Q4 | $16.1M | Sell |
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|
2019
Q3 | $18.3M | Sell |
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|
2019
Q2 | $17.7M | Sell |
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|
2019
Q1 | $16.5M | Sell |
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|
2018
Q4 | $16.3M | Sell |
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|
2018
Q3 | $18.9M | Sell |
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|
2018
Q2 | $19.8M | Sell |
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|
2018
Q1 | $19.2M | Buy |
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|
2017
Q4 | $16.5M | Sell |
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|
2017
Q3 | $15.3M | Buy |
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|
2017
Q2 | $12.6M | Sell |
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|
2017
Q1 | $11.7M | Buy |
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|
2016
Q4 | $8.13M | Sell |
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|
2016
Q3 | $11.3M | Buy |
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