1776 Wealth’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 | $554K | Sell |
1,050
-20
| -2% | -$10.5K | 0.23% | 83 |
|
|
2025
Q1 | $544K | Sell |
1,070
-12
| -1% | -$6.1K | 0.25% | 77 |
|
|
2024
Q4 | $539K | Hold |
1,082
| – | – | 0.25% | 81 |
|
|
2024
Q3 | $559K | Sell |
1,082
-58
| -5% | -$30K | 0.25% | 80 |
|
|
2024
Q2 | $508K | Buy |
1,140
+14
| +1% | +$6.24K | 0.23% | 87 |
|
|
2024
Q1 | $479K | Sell |
1,126
-8
| -0.7% | -$3.4K | 0.23% | 81 |
|
|
2023
Q4 | $500K | Hold |
1,134
| – | – | 0.25% | 75 |
|
|
2023
Q3 | $414K | Hold |
1,134
| – | – | 0.22% | 78 |
|
|
2023
Q2 | $455K | Buy |
+1,134
| New | +$455K | 0.24% | 80 |
|
|
2020
Q3 | – | Sell |
-130
| Closed | -$42K | – | 281 |
|
|
2020
Q2 | $42K | Sell |
130
-130
| -50% | -$42K | 0.03% | 197 |
|
|
2020
Q1 | $66K | Buy |
260
+130
| +100% | +$33K | 0.03% | 203 |
|
|
2019
Q4 | $35K | Buy |
+130
| New | +$35K | 0.03% | 206 |
|