Westside Investment Management’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 | $70.3K | Buy |
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|
2025
Q2 | $41.8K | Buy |
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|
2025
Q1 | $6.13K | Hold |
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|
2024
Q4 | $5.98K | Hold |
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|
2024
Q3 | $5.89K | Hold |
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|
2024
Q2 | $5.35K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $22.5K | Hold |
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|
2023
Q3 | $18.6K | Hold |
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|
2023
Q2 | $20.4K | Hold |
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|
2023
Q1 | $17.6K | Hold |
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|
2022
Q4 | $17 | Hold |
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|
2022
Q3 | $15 | Hold |
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|
2022
Q2 | $17 | Hold |
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|
2022
Q1 | $20 | Hold |
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|
2021
Q4 | $24 | Hold |
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|
2021
Q3 | $21 | Hold |
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|
2021
Q2 | $20 | Hold |
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|
2021
Q1 | $17 | Hold |
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|
2020
Q4 | $16 | Hold |
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|
2020
Q3 | $18 | Hold |
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|
2020
Q2 | $16 | Hold |
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|
2020
Q1 | $12 | Buy |
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|
2019
Q2 | $11 | Buy |
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|
2018
Q4 | $8.67K | Sell |
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|
2018
Q3 | $28.7K | Hold |
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|
2018
Q2 | $29.4K | Buy |
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|
2018
Q1 | $13.4K | Sell |
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|
2017
Q4 | $13.6K | Sell |
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|
2017
Q3 | $13.1K | Hold |
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|
2017
Q2 | $12.2K | Hold |
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|
2017
Q1 | $10.7K | Hold |
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|
2016
Q4 | $9.18K | Buy |
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