Ted Buchan & Co’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-604
| Closed | -$301K | – | 88 |
|
|
2024
Q4 | $301K | Hold |
604
| – | – | 0.14% | 74 |
|
|
2024
Q3 | $312K | Hold |
604
| – | – | 0.15% | 75 |
|
|
2024
Q2 | $269K | Hold |
604
| – | – | 0.14% | 76 |
|
|
2024
Q1 | $257K | Hold |
604
| – | – | 0.16% | 81 |
|
|
2023
Q4 | $266K | Hold |
604
| – | – | 0.19% | 71 |
|
|
2023
Q3 | $221K | Hold |
604
| – | – | 0.18% | 73 |
|
|
2023
Q2 | $242K | Buy |
+604
| New | +$242K | 0.19% | 71 |
|