Compass Wealth Management’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 | $268K | Hold |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $219K | Buy |
|