Clearstead Trust’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 | $159K | Sell |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $60K | Hold |
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|
2024
Q4 | $58.8K | Hold |
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|
2024
Q3 | $61K | Hold |
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|
2024
Q2 | $52.6K | Hold |
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|
2024
Q1 | $50.2K | Sell |
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|
2023
Q4 | $341K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $18K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Buy |
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