180 Wealth Advisors’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 | $340K | Sell |
645
-4
| -0.6% | -$2.11K | 0.05% | 313 |
|
|
2025
Q1 | $330K | Sell |
649
-39
| -6% | -$19.8K | 0.05% | 299 |
|
|
2024
Q4 | $343K | Sell |
688
-8
| -1% | -$3.98K | 0.05% | 295 |
|
|
2024
Q3 | $360K | Sell |
696
-57
| -8% | -$29.4K | 0.06% | 298 |
|
|
2024
Q2 | $356K | Sell |
753
-16
| -2% | -$7.57K | 0.06% | 283 |
|
|
2024
Q1 | $327K | Buy |
769
+265
| +53% | +$113K | 0.06% | 277 |
|
|
2023
Q4 | $220K | Buy |
+504
| New | +$220K | 0.04% | 335 |
|