Vancity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Buy |
71,014
+1,726
| +2% | +$910K | 4.73% | 5 |
|
|
2025
Q1 | $35.2M | Buy |
+69,288
| New | +$35.2M | 4.83% | 6 |
|
|
2024
Q3 | $36.9M | Sell |
71,347
-68,225
| -49% | -$35.2M | 4.42% | 6 |
|
|
2024
Q2 | $59.7M | Buy |
139,572
+86,974
| +165% | +$37.2M | 3.78% | 8 |
|
|
2024
Q1 | $22.4M | Buy |
52,598
+8,934
| +20% | +$3.8M | 2.67% | 13 |
|
|
2023
Q4 | $19.2M | Sell |
43,664
-6,819
| -14% | -$3M | 2.82% | 13 |
|
|
2023
Q3 | $18.4M | Hold |
50,483
| – | – | 2.39% | 13 |
|
|
2023
Q2 | $20.2M | Hold |
50,483
| – | – | 2.6% | 12 |
|
|
2023
Q1 | $17.4M | Buy |
50,483
+975
| +2% | +$336K | 2.44% | 11 |
|
|
2022
Q4 | $16.6M | Buy |
49,508
+564
| +1% | +$189K | 2.49% | 11 |
|
|
2022
Q3 | $14.9M | Sell |
48,944
-1,060
| -2% | -$324K | 2.37% | 11 |
|
|
2022
Q2 | $16.9M | Buy |
50,004
+9,559
| +24% | +$3.22M | 2.4% | 13 |
|
|
2022
Q1 | $16.6M | Buy |
40,445
+2,908
| +8% | +$1.19M | 1.96% | 17 |
|
|
2021
Q4 | $17.7M | Buy |
37,537
+911
| +2% | +$430K | 2.03% | 18 |
|
|
2021
Q3 | $15.6M | Buy |
+36,626
| New | +$15.6M | 1.99% | 18 |
|