Samalin Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $318K | Sell |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $21K | Buy |
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