Capital Advisors Ltd’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Hold |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | $161K | Buy |
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|
2022
Q2 | $154K | Buy |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | $78K | Buy |
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