Telemus Capital’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
Q4
Sell
2023
Q3
$244K Sell
2023
Q2
$284K Sell
2023
Q1
$245K Buy
2022
Q4
$241K Sell
2022
Q3
$234K Buy
2022
Q2
$226K Sell
2022
Q1
$303K Buy
2021
Q4
$284K Buy
2021
Q3
$223K Buy