1776 Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $493K | Sell |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $539K | Hold |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $455K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $42K | Sell |
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|
2020
Q1 | $66K | Buy |
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|
2019
Q4 | $35K | Buy |
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