Beaird Harris 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 | $9.49K | Buy |
18
+4
| +29% | +$2.11K | ﹤0.01% | 383 |
|
|
2025
Q1 | $7.11K | Sell |
14
-14
| -50% | -$7.11K | ﹤0.01% | 361 |
|
|
2024
Q4 | $13.9K | Hold |
28
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $14.5K | Hold |
28
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $12.7K | Buy |
28
+7
| +33% | +$3.17K | ﹤0.01% | 350 |
|
|
2024
Q1 | $8.94K | Sell |
21
-30
| -59% | -$12.8K | ﹤0.01% | 334 |
|
|
2023
Q4 | $22.5K | Buy |
+51
| New | +$22.5K | ﹤0.01% | 249 |
|
|
2022
Q2 | – | Sell |
-36
| Closed | -$15K | – | 580 |
|
|
2022
Q1 | $15K | Buy |
+36
| New | +$15K | 0.01% | 282 |
|