INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – S&P Global Inc. Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$38,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -4K | $305.35 | 124 | |
| Q2 2022 | share | Increase | +18.10% | 19 shares | -1K | $337.06 | 124 |
| Q1 2022 | share | Increase | 0.00% | 105 shares | 43K | $410.18 | 105 |
| Q1 2021 | share | Decrease | -100.00% | -10 shares | -3K | $350.95 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | -1K | $326.17 | 10 | |
| Q3 2020 | share | Decrease | -98.37% | -605 shares | -199K | $357.08 | 10 |
| Q2 2020 | share | Increase | +1.65% | 10 shares | 55K | $325.65 | 615 |
| Q1 2020 | share | Increase | +4.31% | 25 shares | -10K | $241.69 | 605 |
| Q4 2019 | share | Decrease | -4.13% | -25 shares | 10K | $268.66 | 580 |
| Q3 2019 | share | Increase | +5.22% | 30 shares | 17K | $240.53 | 605 |
| Q2 2019 | share | Increase | +47.44% | 185 shares | 49K | $223.16 | 575 |
| Q1 2019 | share | Increase | 0.00% | 390 shares | 82K | $205.72 | 390 |
| Q4 2018 | share | Decrease | -100.00% | -275 shares | -54K | $165.57 | 0 |
| Q3 2018 | share | Increase | +67.68% | 111 shares | 21K | $189.84 | 275 |
| Q2 2018 | share | Decrease | -7.87% | -14 shares | -1K | $197.61 | 164 |
| Q1 2018 | share | Increase | 0.00% | 178 shares | 34K | $184.71 | 178 |