Triad Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $366K | Buy |
861
+7
| +0.8% | +$2.98K | 0.44% | 31 |
|
|
2023
Q4 | $376K | Sell |
854
-8
| -0.9% | -$3.52K | 0.49% | 32 |
|
|
2023
Q3 | $315K | Hold |
862
| – | – | 0.46% | 34 |
|
|
2023
Q2 | $346K | Hold |
862
| – | – | 0.48% | 36 |
|
|
2023
Q1 | $297K | Buy |
862
+23
| +3% | +$7.93K | 0.43% | 37 |
|
|
2022
Q4 | $281K | Hold |
839
| – | – | 0.44% | 42 |
|
|
2022
Q3 | $256K | Hold |
839
| – | – | 0.44% | 42 |
|
|
2022
Q2 | $283K | Buy |
839
+43
| +5% | +$14.5K | 0.42% | 46 |
|
|
2022
Q1 | $327K | Buy |
796
+313
| +65% | +$129K | 0.31% | 48 |
|
|
2021
Q4 | $228K | Buy |
+483
| New | +$228K | 0.21% | 55 |
|