Buckingham Strategic 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
Q2 | $10M | Sell |
22,444
-2,561
| -10% | -$1.14M | 0.1% | 96 |
|
|
2024
Q1 | $10.6M | Buy |
25,005
+21,064
| +534% | +$8.96M | 0.11% | 96 |
|
|
2023
Q4 | $1.74M | Buy |
3,941
+17
| +0.4% | +$7.49K | 0.02% | 254 |
|
|
2023
Q3 | $1.43M | Buy |
3,924
+100
| +3% | +$36.5K | 0.02% | 248 |
|
|
2023
Q2 | $1.53M | Buy |
3,824
+42
| +1% | +$16.8K | 0.02% | 245 |
|
|
2023
Q1 | $1.27M | Hold |
3,782
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $1.27M | Sell |
3,782
-392
| -9% | -$131K | 0.02% | 240 |
|
|
2022
Q3 | $1.27M | Sell |
4,174
-15
| -0.4% | -$4.58K | 0.03% | 228 |
|
|
2022
Q2 | $1.41M | Buy |
4,189
+100
| +2% | +$33.7K | 0.03% | 221 |
|
|
2022
Q1 | $1.68M | Buy |
4,089
+210
| +5% | +$86.1K | 0.03% | 204 |
|
|
2021
Q4 | $1.83M | Buy |
3,879
+161
| +4% | +$76K | 0.04% | 190 |
|
|
2021
Q3 | $1.58M | Sell |
3,718
-157
| -4% | -$66.7K | 0.03% | 204 |
|
|
2021
Q2 | $1.59M | Sell |
3,875
-114
| -3% | -$46.8K | 0.04% | 200 |
|
|
2021
Q1 | $1.41M | Sell |
3,989
-101
| -2% | -$35.6K | 0.07% | 195 |
|
|
2020
Q4 | $1.34M | Buy |
+4,090
| New | +$1.34M | 0.07% | 191 |
|
|
2020
Q2 | – | Sell |
-1,480
| Closed | -$363K | – | 466 |
|
|
2020
Q1 | $363K | Buy |
+1,480
| New | +$363K | 0.04% | 303 |
|