Virtus Investment Advisers’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 | $1.52M | Buy |
2,886
+157
| +6% | +$82.8K | 0.51% | 66 |
|
|
2025
Q1 | $1.39M | Buy |
2,729
+2,179
| +396% | +$1.11M | 0.38% | 60 |
|
|
2024
Q4 | $274K | Hold |
550
| – | – | 0.21% | 151 |
|
|
2024
Q3 | $284K | Buy |
+550
| New | +$284K | 0.22% | 148 |
|
|
2018
Q1 | – | Sell |
-4,029
| Closed | -$683K | – | 377 |
|
|
2017
Q4 | $683K | Buy |
4,029
+601
| +18% | +$102K | 0.07% | 255 |
|
|
2017
Q3 | $536K | Sell |
3,428
-428
| -11% | -$66.9K | 0.06% | 299 |
|
|
2017
Q2 | $563K | Sell |
3,856
-1,941
| -33% | -$283K | 0.06% | 312 |
|
|
2017
Q1 | $758K | Sell |
5,797
-606
| -9% | -$79.2K | 0.07% | 279 |
|
|
2016
Q4 | $689K | Sell |
6,403
-23,323
| -78% | -$2.51M | 0.05% | 323 |
|
|
2016
Q3 | $3.76M | Buy |
+29,726
| New | +$3.76M | 0.24% | 144 |
|