Aurora Private Wealth’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 | – | Sell |
-500
| Closed | -$254K | – | 172 |
|
|
2025
Q1 | $254K | Hold |
500
| – | – | 0.2% | 117 |
|
|
2024
Q4 | $249K | Hold |
500
| – | – | 0.19% | 125 |
|
|
2024
Q3 | $258K | Hold |
500
| – | – | 0.2% | 121 |
|
|
2024
Q2 | $223K | Hold |
500
| – | – | 0.2% | 133 |
|
|
2024
Q1 | $214K | Hold |
500
| – | – | 0.19% | 143 |
|
|
2023
Q4 | $220K | Buy |
+500
| New | +$220K | 0.21% | 138 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$200K | – | 144 |
|
|
2023
Q2 | $200K | Buy |
+500
| New | +$200K | 0.23% | 127 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$205K | – | 198 |
|
|
2022
Q1 | $205K | Hold |
500
| – | – | 0.08% | 182 |
|
|
2021
Q4 | $236K | Hold |
500
| – | – | 0.1% | 169 |
|
|
2021
Q3 | $212K | Hold |
500
| – | – | 0.09% | 194 |
|
|
2021
Q2 | $205K | Buy |
+500
| New | +$205K | 0.08% | 192 |
|
|
2020
Q2 | – | Sell |
-1,008
| Closed | -$247K | – | 231 |
|
|
2020
Q1 | $247K | Buy |
+1,008
| New | +$247K | 0.09% | 189 |
|