AIA
AIMZ Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
2,996
-60
| -2% | -$31.6K | 0.53% | 62 |
|
|
2025
Q1 | $1.55M | Sell |
3,056
-25
| -0.8% | -$12.7K | 0.54% | 60 |
|
|
2024
Q4 | $1.53M | Sell |
3,081
-41
| -1% | -$20.4K | 0.53% | 59 |
|
|
2024
Q3 | $1.61M | Hold |
3,122
| – | – | 0.55% | 55 |
|
|
2024
Q2 | $1.39M | Hold |
3,122
| – | – | 0.5% | 61 |
|
|
2024
Q1 | $1.33M | Buy |
+3,122
| New | +$1.33M | 0.5% | 59 |
|