Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.8M | Buy |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $833K | Buy |
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|
2022
Q1 | $868K | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $7.65M | Buy |
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|
2020
Q3 | $6.28M | Buy |
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|
2020
Q2 | $4.21M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $622K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $359K | Buy |
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