9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $994K | Buy |
|
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|
2024
Q2 | $858K | Buy |
|
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|
2024
Q1 | $779K | Buy |
|
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|
2023
Q4 | $774K | Buy |
|
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|
2023
Q3 | $493K | Buy |
|
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|
2023
Q2 | $500K | Buy |
|
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|
2023
Q1 | $368K | Sell |
|
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|
2022
Q4 | $365K | Sell |
|
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|
2022
Q3 | $358K | Sell |
|
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|
2022
Q2 | $424K | Buy |
|
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|
2022
Q1 | $468K | Buy |
|
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|
2021
Q4 | $257K | Buy |
|
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|
2021
Q3 | $227K | Buy |
|
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|
2021
Q2 | $219K | Buy |
|