Avior Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $232K | Buy |
|
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|
2024
Q2 | $169K | Sell |
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|
2024
Q1 | $409K | Buy |
|
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $126K | Buy |
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|
2023
Q2 | $133K | Sell |
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|
2023
Q1 | $170K | Buy |
|
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|
2022
Q4 | $106K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $129K | Sell |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $91K | Buy |
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|
2019
Q4 | $83K | Hold |
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|
2019
Q3 | $74K | Sell |
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|
2019
Q2 | $101K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $63K | Buy |
|