Bison Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $370K | Sell |
742
-543
| -42% | -$271K | 0.08% | 190 |
|
|
2024
Q3 | $664K | Buy |
1,285
+346
| +37% | +$179K | 0.11% | 189 |
|
|
2024
Q2 | $399K | Hold |
939
| – | – | 0.06% | 279 |
|
|
2024
Q1 | $399K | Sell |
939
-34
| -3% | -$14.5K | 0.06% | 279 |
|
|
2023
Q4 | $428K | Buy |
973
+76
| +8% | +$33.5K | 0.08% | 257 |
|
|
2023
Q3 | $328K | Buy |
897
+61
| +7% | +$22.3K | 0.06% | 291 |
|
|
2023
Q2 | $335K | Buy |
836
+169
| +25% | +$67.8K | 0.06% | 274 |
|
|
2023
Q1 | $240K | Sell |
667
-13
| -2% | -$4.68K | 0.07% | 221 |
|
|
2022
Q4 | $249K | Buy |
+680
| New | +$249K | 0.08% | 227 |
|