Acima Private Wealth’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 | $436K | Hold |
826
| – | – | 0.15% | 80 |
|
|
2025
Q1 | $420K | Hold |
826
| – | – | 0.15% | 79 |
|
|
2024
Q4 | $411K | Hold |
826
| – | – | 0.14% | 85 |
|
|
2024
Q3 | $427K | Hold |
826
| – | – | 0.14% | 84 |
|
|
2024
Q2 | $368K | Hold |
826
| – | – | 0.14% | 88 |
|
|
2024
Q1 | $351K | Hold |
826
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $364K | Hold |
826
| – | – | 0.14% | 96 |
|
|
2023
Q3 | $302K | Hold |
826
| – | – | 0.13% | 106 |
|
|
2023
Q2 | $331K | Sell |
826
-22
| -3% | -$8.82K | 0.16% | 101 |
|
|
2023
Q1 | $292K | Buy |
848
+826
| +3,755% | +$285K | 0.14% | 105 |
|
|
2022
Q4 | $7.37K | Hold |
22
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $6.72K | Hold |
22
| – | – | ﹤0.01% | 211 |
|
|
2022
Q2 | $7.42K | Hold |
22
| – | – | ﹤0.01% | 214 |
|
|
2022
Q1 | $9K | Hold |
22
| – | – | ﹤0.01% | 218 |
|
|
2021
Q4 | $10K | Hold |
22
| – | – | ﹤0.01% | 215 |
|
|
2021
Q3 | $9K | Hold |
22
| – | – | ﹤0.01% | 210 |
|
|
2021
Q2 | $9K | Hold |
22
| – | – | ﹤0.01% | 208 |
|
|
2021
Q1 | $8K | Hold |
22
| – | – | ﹤0.01% | 209 |
|
|
2020
Q4 | $7K | Hold |
22
| – | – | ﹤0.01% | 210 |
|
|
2020
Q3 | $8K | Hold |
22
| – | – | ﹤0.01% | 195 |
|
|
2020
Q2 | $7K | Hold |
22
| – | – | ﹤0.01% | 219 |
|
|
2020
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 239 |
|
|
2019
Q4 | $6K | Hold |
22
| – | – | ﹤0.01% | 262 |
|
|
2019
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 243 |
|
|
2019
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 219 |
|
|
2019
Q1 | $5K | Sell |
22
-3
| -12% | -$682 | ﹤0.01% | 219 |
|
|
2018
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 236 |
|