Algert Global’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
2,328
-1,092
-32% -$576K 0.03% 759
2025
Q1
$1.74M Buy
3,420
+240
+8% +$122K 0.04% 639
2024
Q4
$1.58M Buy
+3,180
New +$1.58M 0.04% 680
2020
Q4
Sell
-4,587
Closed -$1.65M 493
2020
Q3
$1.65M Sell
4,587
-248
-5% -$89.4K 0.53% 58
2020
Q2
$1.59M Buy
4,835
+2,433
+101% +$802K 0.54% 47
2020
Q1
$589K Buy
+2,402
New +$589K 0.25% 148