Samalin Investment Counsel’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
679
-36
| -5% | -$19K | 0.14% | 228 |
|
|
2025
Q1 | $364K | Sell |
715
-57
| -7% | -$29K | 0.15% | 206 |
|
|
2024
Q4 | $385K | Hold |
772
| – | – | 0.17% | 190 |
|
|
2024
Q3 | $399K | Buy |
772
+1
| +0.1% | +$516 | 0.17% | 192 |
|
|
2024
Q2 | $344K | Buy |
771
+177
| +30% | +$79K | 0.16% | 201 |
|
|
2024
Q1 | $253K | Sell |
594
-105
| -15% | -$44.7K | 0.12% | 234 |
|
|
2023
Q4 | $308K | Buy |
699
+16
| +2% | +$7.06K | 0.16% | 209 |
|
|
2023
Q3 | $250K | Sell |
683
-45
| -6% | -$16.5K | 0.14% | 202 |
|
|
2023
Q2 | $292K | Buy |
+728
| New | +$292K | 0.16% | 183 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$21K | – | 463 |
|
|
2019
Q4 | $21K | Buy |
+78
| New | +$21K | 0.02% | 372 |
|