Adero Partners’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
Q1 | $290K | Sell |
571
-5
| -0.9% | -$2.54K | 0.02% | 182 |
|
|
2024
Q4 | $287K | Buy |
576
+31
| +6% | +$15.4K | 0.02% | 175 |
|
|
2024
Q3 | $282K | Buy |
545
+26
| +5% | +$13.4K | 0.02% | 176 |
|
|
2024
Q2 | $232K | Sell |
519
-33
| -6% | -$14.7K | 0.02% | 185 |
|
|
2024
Q1 | $235K | Sell |
552
-68
| -11% | -$28.9K | 0.02% | 174 |
|
|
2023
Q4 | $273K | Buy |
+620
| New | +$273K | 0.02% | 152 |
|
|
2022
Q2 | – | Sell |
-488
| Closed | -$200K | – | 166 |
|
|
2022
Q1 | $200K | Buy |
+488
| New | +$200K | 0.03% | 154 |
|