Stokes Family Office’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 | – | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $850K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $839K | Buy |
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|
2021
Q2 | $631K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $357K | Buy |
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