Clear Rock Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.58M Buy
5,793
+218
+4% +$97.2K 1.1% 33
2024
Q1
$2.37M Buy
5,575
+220
+4% +$93.6K 1.03% 32
2023
Q4
$2.34M Buy
+5,355
New +$2.34M 1.06% 30