Compass Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
550
-103
| -16% | -$54.3K | 0.07% | 135 |
|
|
2025
Q1 | $332K | Hold |
653
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $325K | Hold |
653
| – | – | 0.08% | 130 |
|
|
2024
Q3 | $337K | Hold |
653
| – | – | 0.08% | 134 |
|
|
2024
Q2 | $291K | Hold |
653
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $278K | Hold |
653
| – | – | 0.07% | 141 |
|
|
2023
Q4 | $288K | Hold |
653
| – | – | 0.08% | 135 |
|
|
2023
Q3 | $239K | Hold |
653
| – | – | 0.07% | 145 |
|
|
2023
Q2 | $262K | Hold |
653
| – | – | 0.08% | 140 |
|
|
2023
Q1 | $225K | Hold |
653
| – | – | 0.07% | 151 |
|
|
2022
Q4 | $219K | Buy |
+653
| New | +$219K | 0.07% | 147 |
|