Argonautica Private Wealth Management’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 | $3.36M | Sell |
6,367
-167
| -3% | -$88.1K | 1.06% | 26 |
|
|
2025
Q1 | $3.32M | Buy |
6,534
+6,060
| +1,278% | +$3.08M | 1.14% | 24 |
|
|
2024
Q4 | $236K | Hold |
474
| – | – | 0.08% | 185 |
|
|
2024
Q3 | $245K | Hold |
474
| – | – | 0.08% | 191 |
|
|
2024
Q2 | $211K | Hold |
474
| – | – | 0.07% | 195 |
|
|
2024
Q1 | $202K | Buy |
+474
| New | +$202K | 0.07% | 196 |
|