Avantax Planning Partners’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 | $207K | Buy |
+392
| New | +$207K | 0.01% | 425 |
|
|
2025
Q1 | – | Sell |
-573
| Closed | -$285K | – | 455 |
|
|
2024
Q4 | $285K | Buy |
573
+13
| +2% | +$6.47K | 0.01% | 342 |
|
|
2024
Q3 | $289K | Buy |
560
+94
| +20% | +$48.5K | 0.01% | 343 |
|
|
2024
Q2 | $208K | Buy |
+466
| New | +$208K | 0.01% | 442 |
|
|
2023
Q3 | – | Sell |
-1,728
| Closed | -$693K | – | 385 |
|
|
2023
Q2 | $693K | Sell |
1,728
-260
| -13% | -$104K | 0.03% | 202 |
|
|
2023
Q1 | $685K | Sell |
1,988
-26
| -1% | -$8.96K | 0.03% | 204 |
|
|
2022
Q4 | $675K | Buy |
2,014
+74
| +4% | +$24.8K | 0.03% | 205 |
|
|
2022
Q3 | $592K | Sell |
1,940
-45
| -2% | -$13.7K | 0.03% | 205 |
|
|
2022
Q2 | $669K | Sell |
1,985
-11
| -0.6% | -$3.71K | 0.03% | 194 |
|
|
2022
Q1 | $819K | Buy |
1,996
+78
| +4% | +$32K | 0.03% | 179 |
|
|
2021
Q4 | $905K | Buy |
1,918
+37
| +2% | +$17.5K | 0.04% | 167 |
|
|
2021
Q3 | $799K | Buy |
1,881
+34
| +2% | +$14.4K | 0.04% | 159 |
|
|
2021
Q2 | $758K | Buy |
+1,847
| New | +$758K | 0.04% | 160 |
|
|
2018
Q4 | – | Sell |
-130
| Closed | -$25K | – | 1054 |
|
|
2018
Q3 | $25K | Buy |
+130
| New | +$25K | ﹤0.01% | 651 |
|
|
2018
Q2 | – | Sell |
-257
| Closed | -$49K | – | 1288 |
|
|
2018
Q1 | $49K | Buy |
+257
| New | +$49K | ﹤0.01% | 534 |
|
|
2017
Q4 | – | Sell |
-1,994
| Closed | -$312K | – | 346 |
|
|
2017
Q3 | $312K | Buy |
1,994
+26
| +1% | +$4.07K | 0.02% | 265 |
|
|
2017
Q2 | $287K | Hold |
1,968
| – | – | 0.02% | 263 |
|
|
2017
Q1 | $257K | Sell |
1,968
-15
| -0.8% | -$1.96K | 0.02% | 262 |
|
|
2016
Q4 | $213K | Buy |
+1,983
| New | +$213K | 0.02% | 288 |
|