Abundance Wealth Counselors’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
2026
Q1
$332K Buy
2024
Q2
Sell
2024
Q1
$1.36M Buy
2023
Q4
$1.37M Sell
2023
Q3
$1.14M Sell
2023
Q2
$1.34M Sell
2023
Q1
$1.17M Sell
2022
Q4
$1.35M Buy
2022
Q3
$1.18M Buy
2022
Q2
$1.3M Buy
2022
Q1
$1.5M Buy
2021
Q4
$1.63M Sell
2021
Q3
$1.48M Buy
2021
Q2
$1.42M Buy
2021
Q1
$1.09M Buy
2020
Q4
$923K Buy
2020
Q3
$833K Buy
2020
Q2
$683K Buy