Advisory Alpha’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 | $262K | Buy |
+497
| New | +$262K | 0.01% | 399 |
|
2020
Q4 | – | Sell |
-27
| Closed | -$10K | – | 557 |
|
2020
Q3 | $10K | Buy |
+27
| New | +$10K | ﹤0.01% | 430 |
|
2020
Q2 | – | Sell |
-27
| Closed | -$7.55K | – | 533 |
|
2020
Q1 | $7.55K | Hold |
27
| – | – | ﹤0.01% | 440 |
|
2019
Q4 | $7.94K | Sell |
27
-22
| -45% | -$6.47K | ﹤0.01% | 521 |
|
2019
Q3 | $12.2K | Buy |
+49
| New | +$12.2K | ﹤0.01% | 433 |
|
2019
Q2 | – | Sell |
-14
| Closed | -$2.98K | – | 561 |
|
2019
Q1 | $2.98K | Buy |
+14
| New | +$2.98K | ﹤0.01% | 517 |
|