Summit X LLC’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
Q3
Sell
2023
Q2
$684K Sell
2023
Q1
$598K Buy
2022
Q4
$578K Sell
2022
Q3
$580K Buy
2022
Q2
$576K Buy
2022
Q1
$656K Buy
2021
Q4
$750K Hold
2021
Q3
$672K Sell
2021
Q2
$649K Hold
2021
Q1
$565K Buy
2020
Q4
$504K Buy
2020
Q3
$14.4K Buy