BIA
Benchmark Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.39M | Buy |
2,736
+2,145
| +363% | +$1.09M | 0.9% | 33 |
|
|
2024
Q4 | $294K | Sell |
591
-5
| -0.8% | -$2.49K | 0.19% | 75 |
|
|
2024
Q3 | $308K | Sell |
596
-687
| -54% | -$355K | 0.22% | 69 |
|
|
2024
Q2 | $572K | Sell |
1,283
-14
| -1% | -$6.25K | 0.41% | 55 |
|
|
2024
Q1 | $552K | Buy |
1,297
+619
| +91% | +$263K | 0.44% | 55 |
|
|
2023
Q4 | $298K | Buy |
+678
| New | +$298K | 0.28% | 68 |
|