Caitlin John’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
Q1 | – | Sell |
-28
| Closed | -$13.9K | – | 683 |
|
2024
Q4 | $13.9K | Sell |
28
-39
| -58% | -$19.4K | 0.01% | 408 |
|
2024
Q3 | $34.2K | Buy |
67
+62
| +1,240% | +$31.6K | 0.02% | 288 |
|
2024
Q2 | $2.23K | Hold |
5
| – | – | ﹤0.01% | 633 |
|
2024
Q1 | $2.13K | Hold |
5
| – | – | ﹤0.01% | 658 |
|
2023
Q4 | $2.2K | Buy |
+5
| New | +$2.2K | ﹤0.01% | 676 |
|