Symphony Asset Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,662
| Closed | -$606K | – | 198 |
|
|
2019
Q2 | $606K | Buy |
+2,662
| New | +$606K | 0.13% | 106 |
|
|
2018
Q4 | – | Sell |
-3,084
| Closed | -$603K | – | 212 |
|
|
2018
Q3 | $603K | Buy |
+3,084
| New | +$603K | 0.16% | 79 |
|
|
2018
Q2 | – | Sell |
-5,736
| Closed | -$1.1M | – | 286 |
|
|
2018
Q1 | $1.1M | Buy |
+5,736
| New | +$1.1M | 0.14% | 161 |
|