Abound 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3K | Sell |
61
-9
| -13% | -$4.76K | 0.01% | 264 |
|
|
2025
Q1 | $35.7K | Hold |
70
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $35K | Buy |
70
+1
| +1% | +$500 | 0.01% | 214 |
|
|
2024
Q3 | $35.8K | Buy |
69
+10
| +17% | +$5.18K | 0.01% | 218 |
|
|
2024
Q2 | $26.4K | Buy |
59
+1
| +2% | +$448 | 0.01% | 222 |
|
|
2024
Q1 | $24.8K | Buy |
58
+3
| +5% | +$1.28K | 0.01% | 211 |
|
|
2023
Q4 | $24.3K | Sell |
55
-9
| -14% | -$3.97K | 0.01% | 226 |
|
|
2023
Q3 | $23.4K | Buy |
64
+4
| +7% | +$1.46K | 0.01% | 200 |
|
|
2023
Q2 | $24.1K | Buy |
60
+14
| +30% | +$5.62K | 0.01% | 195 |
|
|
2023
Q1 | $15.9K | Buy |
46
+12
| +35% | +$4.14K | 0.01% | 235 |
|
|
2022
Q4 | $11.4K | Sell |
34
-39
| -53% | -$13.1K | 0.01% | 246 |
|
|
2022
Q3 | $22.3K | Buy |
+73
| New | +$22.3K | 0.01% | 177 |
|