Alpha Cubed Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $760K | Sell |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $621K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $2.7M | Buy |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $2.81M | Buy |
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|
2021
Q4 | $963K | Hold |
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|
2021
Q3 | $867K | Sell |
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|
2021
Q2 | $846K | Sell |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $608K | Hold |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $626K | Sell |
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|
2020
Q1 | $490K | Sell |
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|
2019
Q4 | $628K | Hold |
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|
2019
Q3 | $563K | Hold |
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|
2019
Q2 | $524K | Sell |
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|
2019
Q1 | $495K | Sell |
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|
2018
Q4 | $433K | Sell |
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|
2018
Q3 | $483K | Buy |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $506K | Sell |
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|
2017
Q4 | $554K | Hold |
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|
2017
Q3 | $511K | Buy |
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|
2017
Q2 | $474K | Hold |
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|
2017
Q1 | $425K | Hold |
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|
2016
Q4 | $350K | Sell |
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|
2016
Q3 | $437K | Hold |
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|
2016
Q2 | $370K | Buy |
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