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Atlas Legacy Advisors’s S&P Global SPGI Stock Holding History

Atlas Legacy Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$511K Sell
969
-103
-10% -$54.3K 0.11% 115
2025
Q1 		$545K Buy
1,072
+4
+0.4% +$2.03K 0.14% 103
2024
Q4 		$532K Buy
+1,068
New +$532K 0.13% 99