B.O.S.S. Retirement Advisors’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 | $2.26M | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $2.42M | Sell |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $3.98M | Buy |
|
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $6.33M | Buy |
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|
2023
Q3 | $4.98M | Buy |
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|
2023
Q2 | $5.13M | Buy |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $2.84M | Buy |
|