Aveo Capital 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
Q1 | – | Sell |
-531
| Closed | -$264K | – | 306 |
|
|
2024
Q4 | $264K | Buy |
531
+55
| +12% | +$27.4K | 0.03% | 306 |
|
|
2024
Q3 | $246K | Buy |
476
+3
| +0.6% | +$1.55K | 0.03% | 305 |
|
|
2024
Q2 | $211K | Sell |
473
-35
| -7% | -$15.6K | 0.02% | 304 |
|
|
2024
Q1 | $216K | Buy |
508
+19
| +4% | +$8.08K | 0.02% | 344 |
|
|
2023
Q4 | $215K | Buy |
+489
| New | +$215K | 0.03% | 319 |
|