Wright Investors Service’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,132
| Closed | -$1.7M | – | 168 |
|
|
2022
Q1 | $1.7M | Sell |
4,132
-8
| -0.2% | -$3.28K | 0.42% | 78 |
|
|
2021
Q4 | $1.95M | Buy |
4,140
+93
| +2% | +$43.9K | 0.49% | 69 |
|
|
2021
Q3 | $1.72M | Buy |
+4,047
| New | +$1.72M | 0.49% | 69 |
|
|
2020
Q2 | – | Sell |
-1,789
| Closed | -$438K | – | 154 |
|
|
2020
Q1 | $438K | Buy |
1,789
+12
| +0.7% | +$2.94K | 0.19% | 104 |
|
|
2019
Q4 | $485K | Buy |
+1,777
| New | +$485K | 0.17% | 116 |
|
|
2019
Q1 | – | Sell |
-2,922
| Closed | -$497K | – | 160 |
|
|
2018
Q4 | $497K | Sell |
2,922
-2,409
| -45% | -$410K | 0.21% | 103 |
|
|
2018
Q3 | $1.04M | Sell |
5,331
-22
| -0.4% | -$4.3K | 0.38% | 68 |
|
|
2018
Q2 | $1.09M | Buy |
5,353
+2,324
| +77% | +$474K | 0.43% | 65 |
|
|
2018
Q1 | $579K | Sell |
3,029
-463
| -13% | -$88.5K | 0.2% | 120 |
|
|
2017
Q4 | $592K | Buy |
3,492
+1,877
| +116% | +$318K | 0.2% | 123 |
|
|
2017
Q3 | $252K | Sell |
1,615
-1,375
| -46% | -$215K | 0.09% | 193 |
|
|
2017
Q2 | $437K | Buy |
+2,990
| New | +$437K | 0.17% | 162 |
|