BSW Wealth Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Sell |
1,824
-9
| -0.5% | -$4.75K | 0.13% | 94 |
|
|
2025
Q1 | $931K | Buy |
1,833
+413
| +29% | +$210K | 0.14% | 86 |
|
|
2024
Q4 | $707K | Buy |
1,420
+88
| +7% | +$43.8K | 0.1% | 118 |
|
|
2024
Q3 | $688K | Buy |
1,332
+218
| +20% | +$113K | 0.1% | 112 |
|
|
2024
Q2 | $497K | Sell |
1,114
-4
| -0.4% | -$1.78K | 0.08% | 133 |
|
|
2024
Q1 | $476K | Buy |
1,118
+536
| +92% | +$228K | 0.08% | 143 |
|
|
2023
Q4 | $256K | Buy |
+582
| New | +$256K | 0.05% | 224 |
|
|
2023
Q3 | – | Sell |
-527
| Closed | -$211K | – | 280 |
|
|
2023
Q2 | $211K | Buy |
+527
| New | +$211K | 0.04% | 245 |
|
|
2022
Q3 | – | Sell |
-1,455
| Closed | -$490K | – | 296 |
|
|
2022
Q2 | $490K | Sell |
1,455
-326
| -18% | -$110K | 0.12% | 123 |
|
|
2022
Q1 | $731K | Buy |
1,781
+943
| +113% | +$387K | 0.18% | 87 |
|
|
2021
Q4 | $396K | Buy |
838
+60
| +8% | +$28.4K | 0.1% | 150 |
|
|
2021
Q3 | $331K | Buy |
778
+232
| +42% | +$98.7K | 0.09% | 165 |
|
|
2021
Q2 | $224K | Sell |
546
-39
| -7% | -$16K | 0.06% | 218 |
|
|
2021
Q1 | $207K | Buy |
+585
| New | +$207K | 0.06% | 207 |
|
|
2020
Q4 | – | Sell |
-567
| Closed | -$204K | – | 188 |
|
|
2020
Q3 | $204K | Sell |
567
-212
| -27% | -$76.3K | 0.08% | 138 |
|
|
2020
Q2 | $257K | Buy |
+779
| New | +$257K | 0.09% | 118 |
|