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Alteri Wealth’s S&P Global SPGI Stock Holding History

Alteri Wealth’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$861K Sell
1,634
-108
-6% -$56.9K 0.33% 72
2025
Q1 		$885K Buy
1,742
+89
+5% +$45.2K 0.39% 64
2024
Q4 		$823K Buy
+1,653
New +$823K 0.23% 64