Winslow Evans & Crocker’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
2020
Q4
$82K Sell
2020
Q3
$887K Hold
2020
Q2
$811K Hold
2020
Q1
$604K Buy
2019
Q4
$414K Buy
2019
Q3
$332K Buy
2018
Q2
Sell
2018
Q1
$19.1K Sell
2017
Q4
$29K Buy