Symmetry Partners’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
2026
Q1
$238K Buy
2024
Q3
Sell
2024
Q2
$541K Sell
2024
Q1
$634K Hold
2023
Q4
$658K Sell
2023
Q3
$659K Hold
2023
Q2
$723K Hold
2023
Q1
$622K Hold
2022
Q4
$604K Sell
2022
Q3
$755K Sell
2022
Q2
$950K Sell
2022
Q1
$1.36M Buy
2021
Q4
$950K Sell
2021
Q3
$892K Hold
2021
Q2
$862K Hold
2021
Q1
$741K Sell
2020
Q4
$725K Sell
2020
Q3
$951K Buy