Centerpoint Advisors’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
Q3 | $418K | Buy |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $535K | Hold |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $554K | Hold |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $490K | Hold |
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|
2020
Q4 | $457K | Hold |
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|
2020
Q3 | $501K | Sell |
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|
2020
Q2 | $461K | Buy |
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|
2020
Q1 | $341K | Hold |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $364K | Hold |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $313K | Hold |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $290K | Hold |
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|
2018
Q2 | $303K | Sell |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $271K | Buy |
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