Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $92K | Buy |
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|
2018
Q4 | $64K | Buy |
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