West Family Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Buy |
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|
2025
Q2 | $799K | Buy |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $597K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $332K | Buy |
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