Aviso Financial’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 | $40.5M | Buy |
76,743
+63,213
| +467% | +$33.3M | 1.82% | 23 |
|
|
2025
Q1 | $6.87M | Sell |
13,530
-2,510
| -16% | -$1.28M | 0.34% | 43 |
|
|
2024
Q4 | $7.99M | Sell |
16,040
-726
| -4% | -$362K | 0.4% | 38 |
|
|
2024
Q3 | $8.66M | Sell |
16,766
-610
| -4% | -$315K | 0.43% | 38 |
|
|
2024
Q2 | $7.75M | Buy |
+17,376
| New | +$7.75M | 0.43% | 38 |
|