BBA
Braun-Bostich & Associates’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
417
-74
| -15% | -$39K | 0.15% | 109 |
|
|
2025
Q1 | $249K | Buy |
491
+44
| +10% | +$22.4K | 0.18% | 93 |
|
|
2024
Q4 | $223K | Sell |
447
-9
| -2% | -$4.48K | 0.16% | 97 |
|
|
2024
Q3 | $236K | Buy |
+456
| New | +$236K | 0.16% | 101 |
|
|
2020
Q4 | – | Sell |
-492
| Closed | -$177K | – | 185 |
|
|
2020
Q3 | $177K | Sell |
492
-560
| -53% | -$201K | 0.18% | 100 |
|
|
2020
Q2 | $347K | Hold |
1,052
| – | – | 0.34% | 54 |
|
|
2020
Q1 | $247K | Hold |
1,052
| – | – | 0.31% | 65 |
|
|
2019
Q4 | $292K | Sell |
1,052
-447
| -30% | -$124K | 0.29% | 63 |
|
|
2019
Q3 | $367K | Sell |
1,499
-397
| -21% | -$97.2K | 0.43% | 52 |
|
|
2019
Q2 | $432K | Sell |
1,896
-1,691
| -47% | -$385K | 0.45% | 39 |
|
|
2019
Q1 | $755K | Sell |
3,587
-934
| -21% | -$197K | 0.79% | 26 |
|
|
2018
Q4 | $768K | Sell |
4,521
-223
| -5% | -$37.9K | 0.81% | 30 |
|
|
2018
Q3 | $927K | Buy |
4,744
+169
| +4% | +$33K | 0.89% | 28 |
|
|
2018
Q2 | $933K | Buy |
4,575
+487
| +12% | +$99.3K | 0.93% | 26 |
|
|
2018
Q1 | $781K | Buy |
4,088
+286
| +8% | +$54.6K | 0.68% | 36 |
|
|
2017
Q4 | $644K | Buy |
+3,802
| New | +$644K | 0.55% | 51 |
|