Underhill 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
2018
Q4
Sell
-16,525
Closed -$3.23M 22
2018
Q3
$3.23M Buy
16,525
+500
+3% +$97.7K 1.58% 17
2018
Q2
$3.27M Hold
16,025
1.54% 16
2018
Q1
$3.06M Sell
16,025
-2,950
-16% -$564K 1.48% 16
2017
Q4
$3.21M Buy
+18,975
New +$3.21M 1.53% 17