Aviso Wealth Management’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 | $285K | Buy |
541
+28
| +5% | +$14.8K | 0.13% | 118 |
|
|
2025
Q1 | $261K | Sell |
513
-12
| -2% | -$6.1K | 0.14% | 123 |
|
|
2024
Q4 | $262K | Buy |
525
+2
| +0.4% | +$996 | 0.13% | 122 |
|
|
2024
Q3 | $270K | Sell |
523
-28
| -5% | -$14.5K | 0.15% | 123 |
|
|
2024
Q2 | $246K | Buy |
551
+28
| +5% | +$12.5K | 0.15% | 131 |
|
|
2024
Q1 | $223K | Buy |
523
+31
| +6% | +$13.2K | 0.14% | 138 |
|
|
2023
Q4 | $217K | Buy |
+492
| New | +$217K | 0.16% | 133 |
|