West Family Investments’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 | $799K | Buy |
1,516
+440
| +41% | +$232K | 0.21% | 101 |
|
|
2025
Q1 | $547K | Buy |
1,076
+83
| +8% | +$42.2K | 0.21% | 97 |
|
|
2024
Q4 | $495K | Sell |
993
-163
| -14% | -$81.2K | 0.17% | 123 |
|
|
2024
Q3 | $597K | Buy |
1,156
+116
| +11% | +$59.9K | 0.2% | 105 |
|
|
2024
Q2 | $464K | Buy |
1,040
+9
| +0.9% | +$4.01K | 0.14% | 120 |
|
|
2024
Q1 | $439K | Buy |
1,031
+11
| +1% | +$4.68K | 0.14% | 127 |
|
|
2023
Q4 | $449K | Buy |
1,020
+61
| +6% | +$26.9K | 0.15% | 103 |
|
|
2023
Q3 | $350K | Hold |
959
| – | – | 0.12% | 131 |
|
|
2023
Q2 | $384K | Sell |
959
-107
| -10% | -$42.9K | 0.15% | 124 |
|
|
2023
Q1 | $368K | Hold |
1,066
| – | – | 0.15% | 108 |
|
|
2022
Q4 | $357K | Sell |
1,066
-163
| -13% | -$54.6K | 0.12% | 138 |
|
|
2022
Q3 | $375K | Sell |
1,229
-21
| -2% | -$6.41K | 0.16% | 121 |
|
|
2022
Q2 | $421K | Sell |
1,250
-91
| -7% | -$30.6K | 0.17% | 109 |
|
|
2022
Q1 | $550K | Buy |
1,341
+505
| +60% | +$207K | 0.16% | 102 |
|
|
2021
Q4 | $395K | Hold |
836
| – | – | 0.11% | 160 |
|
|
2021
Q3 | $355K | Buy |
836
+26
| +3% | +$11K | 0.09% | 186 |
|
|
2021
Q2 | $332K | Buy |
+810
| New | +$332K | 0.09% | 207 |
|