180 Wealth Advisors’s S&P Global SPGI Stock Holding History

180 Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Sell
2025 Q2	$340K	Sell
2025 Q1	$330K	Sell
2024 Q4	$343K	Sell
2024 Q3	$360K	Sell
2024 Q2	$356K	Sell
2024 Q1	$327K	Buy
2023 Q4	$220K	Buy