Carolinas Wealth Consulting’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 | $47.1K | Buy |
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|
2024
Q4 | $45.7K | Sell |
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|
2024
Q3 | $49K | Buy |
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|
2024
Q2 | $40K | Buy |
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|
2024
Q1 | $38.1K | Buy |
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|
2023
Q4 | $38.9K | Buy |
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|
2023
Q3 | $25.6K | Buy |
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|
2023
Q2 | $29K | Sell |
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|
2023
Q1 | $25.2K | Buy |
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|
2022
Q4 | $21.1K | Buy |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $6K | Buy |
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|
2020
Q2 | $3K | Buy |
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