Canopy 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 | $265K | Buy |
502
+5
| +1% | +$2.64K | 0.1% | 167 |
|
|
2025
Q1 | $253K | Sell |
497
-223
| -31% | -$113K | 0.1% | 163 |
|
|
2024
Q4 | $359K | Buy |
720
+7
| +1% | +$3.49K | 0.14% | 125 |
|
|
2024
Q3 | $368K | Buy |
713
+8
| +1% | +$4.13K | 0.16% | 119 |
|
|
2024
Q2 | $314K | Buy |
705
+51
| +8% | +$22.7K | 0.15% | 127 |
|
|
2024
Q1 | $278K | Buy |
654
+23
| +4% | +$9.79K | 0.14% | 137 |
|
|
2023
Q4 | $278K | Buy |
+631
| New | +$278K | 0.17% | 122 |
|