Bell Investment 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 | $303K | Sell |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $79K | Sell |
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|
2022
Q4 | $78K | Sell |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $81K | Buy |
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|
2021
Q4 | $87K | Sell |
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|
2021
Q3 | $81K | Buy |
|