Alta Advisers’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 | $863K | Hold |
1,637
| – | – | 0.31% | 58 |
|
|
2025
Q1 | $832K | Buy |
1,637
+600
| +58% | +$305K | 0.35% | 54 |
|
|
2024
Q4 | $516K | Buy |
1,037
+137
| +15% | +$68.2K | 0.33% | 59 |
|
|
2024
Q3 | $465K | Hold |
900
| – | – | 0.21% | 59 |
|
|
2024
Q2 | $401K | Hold |
900
| – | – | 0.19% | 62 |
|
|
2024
Q1 | $383K | Hold |
900
| – | – | 0.19% | 64 |
|
|
2023
Q4 | $396K | Hold |
900
| – | – | 0.21% | 55 |
|
|
2023
Q3 | $329K | Hold |
900
| – | – | 0.19% | 61 |
|
|
2023
Q2 | $361K | Hold |
900
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $310K | Hold |
900
| – | – | 0.19% | 67 |
|
|
2022
Q4 | $301K | Hold |
900
| – | – | 0.18% | 70 |
|
|
2022
Q3 | $275K | Buy |
+900
| New | +$275K | 0.17% | 68 |
|