Voisard Asset Management Group’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
Q4
Sell
-62
Closed -$32K 567
2024
Q3
$32K Buy
62
+27
+77% +$13.9K 0.01% 226
2024
Q2
$15.6K Hold
35
0.01% 231
2024
Q1
$14.9K Hold
35
0.01% 213
2023
Q4
$15.4K Buy
+35
New +$15.4K 0.01% 218