Shelton Capital Management’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 | $1.31M | Sell |
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|
2025
Q2 | $4.71M | Buy |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $3.99M | Sell |
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|
2024
Q3 | $4.15M | Buy |
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|
2024
Q2 | $3.22M | Hold |
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|
2024
Q1 | $3.07M | Hold |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.47M | Buy |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $714K | Buy |
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|
2022
Q4 | $693K | Sell |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $731K | Hold |
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|
2021
Q3 | $658K | Sell |
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|
2021
Q2 | $653K | Hold |
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|
2021
Q1 | $561K | Hold |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $592K | Sell |
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|
2020
Q2 | $554K | Sell |
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|
2020
Q1 | $426K | Hold |
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|
2019
Q4 | $475K | Sell |
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|
2019
Q3 | $495K | Hold |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $2.02K | Sell |
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|
2018
Q4 | $343K | Hold |
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|
2018
Q3 | $394K | Hold |
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|
2018
Q2 | $412K | Hold |
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|
2018
Q1 | $386K | Hold |
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|
2017
Q4 | $342K | Hold |
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|
2017
Q3 | $316K | Hold |
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|
2017
Q2 | $295K | Hold |
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|
2017
Q1 | $264K | Hold |
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|
2016
Q4 | $217K | Hold |
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|
2016
Q3 | $256K | Sell |
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|
2016
Q2 | $217K | Buy |
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