Barnes Pettey Financial Advisors’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
Q1 | – | Sell |
-666
| Closed | -$332K | – | 105 |
|
|
2024
Q4 | $332K | Hold |
666
| – | – | 0.25% | 70 |
|
|
2024
Q3 | $344K | Sell |
666
-32
| -5% | -$16.5K | 0.27% | 63 |
|
|
2024
Q2 | $311K | Hold |
698
| – | – | 0.27% | 63 |
|
|
2024
Q1 | $297K | Hold |
698
| – | – | 0.26% | 67 |
|
|
2023
Q4 | $307K | Hold |
698
| – | – | 0.25% | 69 |
|
|
2023
Q3 | $255K | Hold |
698
| – | – | 0.23% | 77 |
|
|
2023
Q2 | $280K | Hold |
698
| – | – | 0.24% | 80 |
|
|
2023
Q1 | $241K | Sell |
698
-12
| -2% | -$4.14K | 0.23% | 86 |
|
|
2022
Q4 | $238K | Buy |
+710
| New | +$238K | 0.25% | 88 |
|
|
2022
Q3 | – | Sell |
-603
| Closed | -$203K | – | 91 |
|
|
2022
Q2 | $203K | Sell |
603
-11
| -2% | -$3.7K | 0.26% | 85 |
|
|
2022
Q1 | $252K | Buy |
+614
| New | +$252K | 0.3% | 76 |
|