Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $613K | Buy |
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|
2020
Q3 | $652K | Buy |
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|
2020
Q2 | $574K | Sell |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $971K | Sell |
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|
2018
Q4 | $832K | Sell |
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|
2018
Q3 | $959K | Buy |
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|
2018
Q2 | $913K | Buy |
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