Braun-Bostich & Associates’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
Q3 | $200K | Sell |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $236K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $177K | Sell |
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|
2020
Q2 | $347K | Hold |
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|
2020
Q1 | $247K | Hold |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $367K | Sell |
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|
2019
Q2 | $432K | Sell |
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|
2019
Q1 | $755K | Sell |
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|
2018
Q4 | $768K | Sell |
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|
2018
Q3 | $927K | Buy |
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|
2018
Q2 | $933K | Buy |
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|
2018
Q1 | $781K | Buy |
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|
2017
Q4 | $644K | Buy |
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