Veritable’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
Q3 | – | Sell |
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|
2023
Q2 | $5.33M | Sell |
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|
2023
Q1 | $4.96M | Sell |
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|
2022
Q4 | $4.83M | Buy |
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|
2022
Q3 | $4.3M | Sell |
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|
2022
Q2 | $4.79M | Sell |
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|
2022
Q1 | $5.93M | Buy |
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|
2021
Q4 | $6.01M | Sell |
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|
2021
Q3 | $5.48M | Buy |
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|
2021
Q2 | $5.25M | Buy |
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|
2021
Q1 | $4.47M | Sell |
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|
2020
Q4 | $4.36M | Sell |
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|
2020
Q3 | $5.05M | Sell |
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|
2020
Q2 | $4.68M | Sell |
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|
2020
Q1 | $3.76M | Sell |
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|
2019
Q4 | $4.43M | Sell |
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|
2019
Q3 | $4.12M | Buy |
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|
2019
Q2 | $3.79M | Sell |
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|
2019
Q1 | $3.6M | Buy |
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|
2018
Q4 | $2.84M | Sell |
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|
2018
Q3 | $3.27M | Buy |
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|
2018
Q2 | $3.36M | Buy |
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|
2018
Q1 | $3.14M | Buy |
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|
2017
Q4 | $2.68M | Buy |
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|
2017
Q3 | $2.4M | Sell |
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|
2017
Q2 | $2.28M | Sell |
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|
2017
Q1 | $2.06M | Sell |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $1.98M | Buy |
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|
2016
Q2 | $1.61M | Buy |
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