CBIZ Investment Advisory Services’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 | $51.2K | Buy |
97
+36
| +59% | +$19K | ﹤0.01% | 132 |
|
|
2025
Q1 | $31K | Buy |
61
+31
| +103% | +$15.8K | ﹤0.01% | 163 |
|
|
2024
Q4 | $15K | Hold |
30
| – | – | ﹤0.01% | 249 |
|
|
2024
Q3 | $15.5K | Hold |
30
| – | – | ﹤0.01% | 230 |
|
|
2024
Q2 | $13.4K | Hold |
30
| – | – | ﹤0.01% | 229 |
|
|
2024
Q1 | $12.8K | Buy |
+30
| New | +$12.8K | ﹤0.01% | 236 |
|