BIA
Bell Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
575
-51
| -8% | -$26.9K | 0.05% | 99 |
|
|
2025
Q1 | $318K | Buy |
626
+5
| +0.8% | +$2.54K | 0.06% | 85 |
|
|
2024
Q4 | $309K | Sell |
621
-61
| -9% | -$30.4K | 0.06% | 86 |
|
|
2024
Q3 | $352K | Buy |
682
+2
| +0.3% | +$1.03K | 0.06% | 79 |
|
|
2024
Q2 | $303K | Buy |
680
+3
| +0.4% | +$1.34K | 0.06% | 85 |
|
|
2024
Q1 | $288K | Sell |
677
-1
| -0.1% | -$425 | 0.06% | 84 |
|
|
2023
Q4 | $299K | Sell |
678
-123
| -15% | -$54.2K | 0.06% | 81 |
|
|
2023
Q3 | $293K | Sell |
801
-8
| -1% | -$2.92K | 0.07% | 75 |
|
|
2023
Q2 | $324K | Buy |
809
+580
| +253% | +$233K | 0.07% | 71 |
|
|
2023
Q1 | $79K | Sell |
229
-4
| -2% | -$1.38K | 0.02% | 120 |
|
|
2022
Q4 | $78K | Sell |
233
-49
| -17% | -$16.4K | 0.02% | 123 |
|
|
2022
Q3 | $86K | Buy |
282
+43
| +18% | +$13.1K | 0.03% | 86 |
|
|
2022
Q2 | $81K | Buy |
+239
| New | +$81K | 0.02% | 100 |
|
|
2021
Q4 | $87K | Sell |
185
-6
| -3% | -$2.82K | 0.02% | 111 |
|
|
2021
Q3 | $81K | Buy |
+191
| New | +$81K | 0.02% | 106 |
|