Cherry Tree Wealth Management’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 | $1.32K | Sell |
3
-51
| -94% | -$22.4K | ﹤0.01% | 545 |
|
|
2025
Q1 | $27.2K | Buy |
54
+10
| +23% | +$5.03K | 0.01% | 308 |
|
|
2024
Q4 | $21.7K | Hold |
44
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $22.5K | Hold |
44
| – | – | 0.01% | 327 |
|
|
2024
Q2 | $19.4K | Buy |
44
+26
| +144% | +$11.5K | ﹤0.01% | 332 |
|
|
2024
Q1 | $7.45K | Buy |
18
+8
| +80% | +$3.31K | ﹤0.01% | 405 |
|
|
2023
Q4 | $4.19K | Hold |
10
| – | – | ﹤0.01% | 446 |
|
|
2023
Q3 | $3.47K | Hold |
10
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $3.81K | Buy |
+10
| New | +$3.81K | ﹤0.01% | 437 |
|