Westside Investment Management’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 | $41.8K | Buy |
79
+67
| +558% | +$35.5K | 0.01% | 485 |
|
|
2025
Q1 | $6.13K | Hold |
12
| – | – | ﹤0.01% | 753 |
|
|
2024
Q4 | $5.98K | Hold |
12
| – | – | ﹤0.01% | 751 |
|
|
2024
Q3 | $5.89K | Hold |
12
| – | – | ﹤0.01% | 753 |
|
|
2024
Q2 | $5.35K | Buy |
+12
| New | +$5.35K | ﹤0.01% | 749 |
|
|
2024
Q1 | – | Sell |
-51
| Closed | -$22.5K | – | 909 |
|
|
2023
Q4 | $22.5K | Hold |
51
| – | – | 0.01% | 475 |
|
|
2023
Q3 | $18.6K | Hold |
51
| – | – | 0.01% | 496 |
|
|
2023
Q2 | $20.4K | Hold |
51
| – | – | 0.01% | 488 |
|
|
2023
Q1 | $17.6K | Hold |
51
| – | – | 0.01% | 507 |
|
|
2022
Q4 | $17 | Hold |
51
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $15 | Hold |
51
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $17 | Hold |
51
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $20 | Hold |
51
| – | – | ﹤0.01% | 522 |
|
|
2021
Q4 | $24 | Hold |
51
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $21 | Hold |
51
| – | – | ﹤0.01% | 481 |
|
|
2021
Q2 | $20 | Hold |
51
| – | – | ﹤0.01% | 480 |
|
|
2021
Q1 | $17 | Hold |
51
| – | – | ﹤0.01% | 484 |
|
|
2020
Q4 | $16 | Hold |
51
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $18 | Hold |
51
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $16 | Hold |
51
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $12 | Buy |
+51
| New | +$12 | ﹤0.01% | 443 |
|
|
2019
Q2 | $11 | Buy |
+51
| New | +$11 | ﹤0.01% | 464 |
|
|
2018
Q4 | $8.67K | Sell |
51
-93
| -65% | -$15.8K | ﹤0.01% | 498 |
|
|
2018
Q3 | $28.7K | Hold |
144
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $29.4K | Buy |
144
+72
| +100% | +$14.7K | 0.01% | 347 |
|
|
2018
Q1 | $13.4K | Sell |
72
-5
| -6% | -$933 | 0.01% | 474 |
|
|
2017
Q4 | $13.6K | Sell |
77
-5
| -6% | -$886 | 0.01% | 494 |
|
|
2017
Q3 | $13.1K | Hold |
82
| – | – | 0.01% | 484 |
|
|
2017
Q2 | $12.2K | Hold |
82
| – | – | 0.01% | 489 |
|
|
2017
Q1 | $10.7K | Hold |
82
| – | – | 0.01% | 483 |
|
|
2016
Q4 | $9.18K | Buy |
+82
| New | +$9.18K | 0.01% | 418 |
|