3Chopt Investment Partners’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 | $472K | Sell |
896
-152
| -15% | -$80.1K | 0.11% | 142 |
|
|
2025
Q1 | $532K | Buy |
+1,048
| New | +$532K | 0.14% | 132 |
|
|
2024
Q3 | – | Sell |
-812
| Closed | -$362K | – | 162 |
|
|
2024
Q2 | $362K | Buy |
+812
| New | +$362K | 0.11% | 145 |
|
|
2024
Q1 | – | Sell |
-803
| Closed | -$354K | – | 147 |
|
|
2023
Q4 | $354K | Buy |
+803
| New | +$354K | 0.13% | 130 |
|
|
2023
Q3 | – | Sell |
-653
| Closed | -$262K | – | 122 |
|
|
2023
Q2 | $262K | Hold |
653
| – | – | 0.13% | 120 |
|
|
2023
Q1 | $225K | Buy |
+653
| New | +$225K | 0.12% | 132 |
|