BFA
Brendel Financial Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
7,683
+70
| +0.9% | +$36.9K | 2.27% | 9 |
|
|
2025
Q1 | $3.87M | Buy |
7,613
+51
| +0.7% | +$25.9K | 2.35% | 11 |
|
|
2024
Q4 | $3.77M | Sell |
7,562
-245
| -3% | -$122K | 2.28% | 12 |
|
|
2024
Q3 | $4.03M | Sell |
7,807
-71
| -0.9% | -$36.7K | 2.29% | 8 |
|
|
2024
Q2 | $3.51M | Buy |
7,878
+7,106
| +920% | +$3.17M | 2.23% | 7 |
|
|
2024
Q1 | $328K | Sell |
772
-7,846
| -91% | -$3.33M | 0.38% | 47 |
|
|
2023
Q4 | $3.8M | Sell |
8,618
-250
| -3% | -$110K | 2.49% | 7 |
|
|
2023
Q3 | $3.24M | Buy |
8,868
+2,876
| +48% | +$1.05M | 4.81% | 4 |
|
|
2023
Q2 | $2.4M | Buy |
5,992
+5,307
| +775% | +$2.13M | 3.62% | 12 |
|
|
2023
Q1 | $236K | Sell |
685
-9,720
| -93% | -$3.35M | 0.17% | 77 |
|
|
2022
Q4 | $3.49M | Buy |
10,405
+9,725
| +1,430% | +$3.26M | 6.99% | 2 |
|
|
2022
Q3 | $208K | Sell |
680
-3
| -0.4% | -$918 | 0.49% | 34 |
|
|
2022
Q2 | $230K | Sell |
683
-4,879
| -88% | -$1.64M | 0.2% | 84 |
|
|
2022
Q1 | $2.28M | Sell |
5,562
-4,853
| -47% | -$1.99M | 1.24% | 34 |
|
|
2021
Q4 | $4.92M | Buy |
10,415
+87
| +0.8% | +$41.1K | 2.55% | 9 |
|
|
2021
Q3 | $4.39M | Buy |
10,328
+110
| +1% | +$46.7K | 5.23% | 3 |
|
|
2021
Q2 | $4.19M | Buy |
10,218
+264
| +3% | +$108K | 2.31% | 11 |
|
|
2021
Q1 | $3.51M | Buy |
9,954
+9,250
| +1,314% | +$3.26M | 2.35% | 12 |
|
|
2020
Q4 | $231K | Buy |
704
+12
| +2% | +$3.94K | 0.16% | 77 |
|
|
2020
Q3 | $250K | Sell |
692
-2,513
| -78% | -$908K | 0.2% | 72 |
|
|
2020
Q2 | $1.06M | Sell |
3,205
-3
| -0.1% | -$988 | 0.91% | 38 |
|
|
2020
Q1 | $786K | Sell |
3,208
-85
| -3% | -$20.8K | 0.93% | 36 |
|
|
2019
Q4 | $899K | Buy |
3,293
+720
| +28% | +$197K | 0.76% | 41 |
|
|
2019
Q3 | $630K | Buy |
2,573
+1,117
| +77% | +$273K | 0.57% | 50 |
|
|
2019
Q2 | $332K | Buy |
+1,456
| New | +$332K | 0.32% | 63 |
|