SDAM
Shulman DeMeo Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
1,085
-5
| -0.5% | -$2.64K | 0.14% | 56 |
|
|
2025
Q1 | $554K | Buy |
1,090
+1
| +0.1% | +$508 | 0.16% | 57 |
|
|
2024
Q4 | $542K | Buy |
1,089
+1
| +0.1% | +$498 | 0.15% | 54 |
|
|
2024
Q3 | $562K | Buy |
1,088
+1
| +0.1% | +$517 | 0.14% | 60 |
|
|
2024
Q2 | $485K | Buy |
1,087
+1
| +0.1% | +$446 | 0.13% | 65 |
|
|
2024
Q1 | $462K | Buy |
1,086
+1
| +0.1% | +$426 | 0.12% | 76 |
|
|
2023
Q4 | $478K | Buy |
1,085
+5
| +0.5% | +$2.2K | 0.14% | 68 |
|
|
2023
Q3 | $395K | Buy |
1,080
+1
| +0.1% | +$365 | 0.13% | 73 |
|
|
2023
Q2 | $433K | Buy |
1,079
+1
| +0.1% | +$401 | 0.13% | 69 |
|
|
2023
Q1 | $372K | Buy |
1,078
+1
| +0.1% | +$345 | 0.12% | 83 |
|
|
2022
Q4 | $361K | Buy |
1,077
+1
| +0.1% | +$335 | 0.12% | 84 |
|
|
2022
Q3 | $328K | Buy |
1,076
+2
| +0.2% | +$610 | 0.12% | 87 |
|
|
2022
Q2 | $362K | Buy |
1,074
+2
| +0.2% | +$674 | 0.12% | 88 |
|
|
2022
Q1 | $440K | Buy |
1,072
+2
| +0.2% | +$821 | 0.12% | 84 |
|
|
2021
Q4 | $505K | Buy |
+1,070
| New | +$505K | 0.13% | 69 |
|
|
2021
Q3 | – | Sell |
-1,067
| Closed | -$438K | – | 124 |
|
|
2021
Q2 | $438K | Buy |
1,067
+1
| +0.1% | +$410 | 0.17% | 37 |
|
|
2021
Q1 | $376K | Buy |
1,066
+2
| +0.2% | +$705 | 0.1% | 93 |
|
|
2020
Q4 | $350K | Buy |
1,064
+2
| +0.2% | +$658 | 0.1% | 96 |
|
|
2020
Q3 | $383K | Buy |
1,062
+1
| +0.1% | +$361 | 0.13% | 77 |
|
|
2020
Q2 | $349K | Buy |
1,061
+2
| +0.2% | +$658 | 0.14% | 76 |
|
|
2020
Q1 | $259K | Buy |
1,059
+3
| +0.3% | +$734 | 0.12% | 76 |
|
|
2019
Q4 | $288K | Buy |
1,056
+1
| +0.1% | +$273 | 0.1% | 98 |
|
|
2019
Q3 | $258K | Buy |
1,055
+2
| +0.2% | +$489 | 0.09% | 108 |
|
|
2019
Q2 | $240K | Buy |
1,053
+2
| +0.2% | +$456 | 0.09% | 112 |
|
|
2019
Q1 | $221K | Buy |
+1,051
| New | +$221K | 0.08% | 110 |
|