Claro 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
Q2 | – | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $946K | Sell |
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|
2024
Q1 | $919K | Buy |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $345K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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