Cascade Financial 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 | $279K | Hold |
529
| – | – | 0.03% | 212 |
|
|
2025
Q1 | $269K | Sell |
529
-53
| -9% | -$26.9K | 0.03% | 205 |
|
|
2024
Q4 | $290K | Buy |
582
+1
| +0.2% | +$498 | 0.04% | 191 |
|
|
2024
Q3 | $298K | Hold |
581
| – | – | 0.04% | 185 |
|
|
2024
Q2 | $259K | Hold |
581
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $243K | Buy |
+581
| New | +$243K | 0.04% | 199 |
|