Atwood & Palmer’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 | $102K | Hold |
193
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $98.1K | Hold |
193
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $96.1K | Sell |
193
-2
| -1% | -$996 | 0.01% | 180 |
|
|
2024
Q3 | $101K | Buy |
195
+186
| +2,067% | +$96.1K | 0.01% | 184 |
|
|
2024
Q2 | $4.01K | Hold |
9
| – | – | ﹤0.01% | 375 |
|
|
2024
Q1 | $3.83K | Hold |
9
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $3.97K | Buy |
9
+2
| +29% | +$881 | ﹤0.01% | 347 |
|
|
2023
Q3 | $2.56K | Hold |
7
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $2.81K | Buy |
+7
| New | +$2.81K | ﹤0.01% | 358 |
|