Compass Ion Advisors’s S&P Global SPGI Stock Holding History

Compass Ion Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Hold
2025 Q1	$318K	Buy
2024 Q4	$307K	Hold
2024 Q3	$318K	Buy
2024 Q2	$258K	Hold
2024 Q1	$258K	Sell
2023 Q4	$284K	Sell
2023 Q3	$244K	Buy