swisspartners’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$3.3M Buy
9,840
+924
+10% +$310K 4.2% 7
2022
Q3
$2.72M Sell
8,916
-325
-4% -$99.3K 2.82% 11
2022
Q2
$3.22M Sell
9,241
-258
-3% -$89.8K 3.07% 10
2022
Q1
$3.9M Sell
9,499
-589
-6% -$242K 3.08% 9
2021
Q4
$4.83M Sell
10,088
-437
-4% -$209K 3.42% 9
2021
Q3
$4.47M Sell
10,525
-1,895
-15% -$805K 3.47% 8
2021
Q2
$5.1M Buy
12,420
+195
+2% +$80.1K 3.62% 6
2021
Q1
$4.32M Buy
+12,225
New +$4.32M 3.51% 8