Avion Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17K | Sell |
|
|||||
|
2025
Q2 | $18K | Sell |
|
|||||
|
2025
Q1 | $67K | Hold |
|
|||||
|
2024
Q4 | $67K | Buy |
|
|||||
|
2024
Q3 | $13K | Buy |
|
|||||
|
2024
Q2 | $10K | Buy |
|
|||||
|
2024
Q1 | $8K | Buy |
|
|||||
|
2023
Q4 | $7K | Hold |
|
|||||
|
2023
Q3 | $5K | Buy |
|
|||||
|
2023
Q2 | $4K | Buy |
|
|||||
|
2023
Q1 | $2K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $29K | Hold |
|
|||||
|
2022
Q1 | $36K | Buy |
|