Carolinas Wealth Consulting’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 | – | Sell |
-93
| Closed | -$47.1K | – | 808 |
|
|
2025
Q1 | $47.1K | Buy |
93
+1
| +1% | +$507 | 0.01% | 361 |
|
|
2024
Q4 | $45.7K | Sell |
92
-3
| -3% | -$1.49K | 0.01% | 376 |
|
|
2024
Q3 | $49K | Buy |
95
+5
| +6% | +$2.58K | 0.01% | 367 |
|
|
2024
Q2 | $40K | Buy |
90
+1
| +1% | +$445 | 0.01% | 392 |
|
|
2024
Q1 | $38.1K | Buy |
89
+1
| +1% | +$428 | 0.01% | 416 |
|
|
2023
Q4 | $38.9K | Buy |
88
+15
| +21% | +$6.64K | 0.01% | 369 |
|
|
2023
Q3 | $25.6K | Buy |
73
+1
| +1% | +$351 | 0.01% | 394 |
|
|
2023
Q2 | $29K | Sell |
72
-1
| -1% | -$403 | 0.01% | 421 |
|
|
2023
Q1 | $25.2K | Buy |
73
+10
| +16% | +$3.45K | 0.01% | 454 |
|
|
2022
Q4 | $21.1K | Buy |
63
+8
| +15% | +$2.68K | ﹤0.01% | 486 |
|
|
2022
Q3 | $17K | Sell |
55
-1
| -2% | -$309 | ﹤0.01% | 471 |
|
|
2022
Q2 | $19K | Sell |
56
-1
| -2% | -$339 | ﹤0.01% | 464 |
|
|
2022
Q1 | $23K | Hold |
57
| – | – | 0.01% | 460 |
|
|
2021
Q4 | $27K | Buy |
57
+50
| +714% | +$23.7K | 0.01% | 440 |
|
|
2021
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 759 |
|
|
2021
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 779 |
|
|
2021
Q1 | $2K | Sell |
7
-3
| -30% | -$857 | ﹤0.01% | 834 |
|
|
2020
Q4 | $3K | Sell |
10
-6
| -38% | -$1.8K | ﹤0.01% | 719 |
|
|
2020
Q3 | $6K | Buy |
16
+7
| +78% | +$2.63K | ﹤0.01% | 551 |
|
|
2020
Q2 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 465 |
|