BA
Bellwether Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
5,052
-2,205
| -30% | -$1.16M | 0.46% | 51 |
|
|
2025
Q1 | $3.69M | Buy |
7,257
+7,247
| +72,470% | +$3.68M | 0.77% | 32 |
|
|
2024
Q4 | $4.98K | Buy |
+10
| New | +$4.98K | ﹤0.01% | 380 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$7K | – | 571 |
|
|
2022
Q3 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 297 |
|
|
2022
Q2 | – | Sell |
-48
| Closed | -$19K | – | 563 |
|
|
2022
Q1 | $19K | Buy |
48
+45
| +1,500% | +$17.8K | 0.01% | 262 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 543 |
|
|
2021
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 525 |
|