CIA
Compass Ion Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
625
| – | – | 0.04% | 203 |
|
|
2025
Q1 | $318K | Buy |
625
+9
| +1% | +$4.57K | 0.04% | 202 |
|
|
2024
Q4 | $307K | Hold |
616
| – | – | 0.04% | 204 |
|
|
2024
Q3 | $318K | Buy |
616
+9
| +1% | +$4.65K | 0.04% | 202 |
|
|
2024
Q2 | $258K | Hold |
607
| – | – | 0.04% | 201 |
|
|
2024
Q1 | $258K | Sell |
607
-38
| -6% | -$16.2K | 0.04% | 201 |
|
|
2023
Q4 | $284K | Sell |
645
-23
| -3% | -$10.1K | 0.04% | 194 |
|
|
2023
Q3 | $244K | Buy |
+668
| New | +$244K | 0.04% | 203 |
|