Triad Investment Management’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
2024
Q1
$366K Buy
2023
Q4
$376K Sell
2023
Q3
$315K Hold
2023
Q2
$346K Hold
2023
Q1
$297K Buy
2022
Q4
$281K Hold
2022
Q3
$256K Hold
2022
Q2
$283K Buy
2022
Q1
$327K Buy
2021
Q4
$228K Buy