Capital Asset Advisory Services’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
Q2 | – | Sell |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $912K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $146K | Buy |
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