9258 Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $994K | Buy |
1,925
+2
| +0.1% | +$1.03K | 0.15% | 121 |
|
|
2024
Q2 | $858K | Buy |
1,923
+92
| +5% | +$41K | 0.13% | 134 |
|
|
2024
Q1 | $779K | Buy |
1,831
+73
| +4% | +$31.1K | 0.12% | 147 |
|
|
2023
Q4 | $774K | Buy |
1,758
+410
| +30% | +$181K | 0.14% | 141 |
|
|
2023
Q3 | $493K | Buy |
1,348
+100
| +8% | +$36.5K | 0.1% | 178 |
|
|
2023
Q2 | $500K | Buy |
1,248
+180
| +17% | +$72.2K | 0.09% | 183 |
|
|
2023
Q1 | $368K | Sell |
1,068
-22
| -2% | -$7.59K | 0.07% | 225 |
|
|
2022
Q4 | $365K | Sell |
1,090
-84
| -7% | -$28.1K | 0.08% | 215 |
|
|
2022
Q3 | $358K | Sell |
1,174
-85
| -7% | -$25.9K | 0.09% | 213 |
|
|
2022
Q2 | $424K | Buy |
1,259
+117
| +10% | +$39.4K | 0.11% | 197 |
|
|
2022
Q1 | $468K | Buy |
1,142
+597
| +110% | +$245K | 0.11% | 201 |
|
|
2021
Q4 | $257K | Buy |
545
+10
| +2% | +$4.72K | 0.06% | 316 |
|
|
2021
Q3 | $227K | Buy |
535
+2
| +0.4% | +$849 | 0.06% | 308 |
|
|
2021
Q2 | $219K | Buy |
+533
| New | +$219K | 0.06% | 317 |
|