CGA
Compound Global Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Sell |
122
-379
| -76% | -$200K | 5.86% | 9 |
|
|
2025
Q1 | $203K | Sell |
501
-460
| -48% | -$187K | 1.2% | 35 |
|
|
2024
Q4 | $479K | Buy |
+961
| New | +$479K | 1.95% | 20 |
|
|
2024
Q1 | $4.62M | Sell |
10,864
-2,391
| -18% | -$1.02M | 0.69% | 37 |
|
|
2023
Q4 | $5.84M | Hold |
13,255
| – | – | 1.08% | 35 |
|
|
2023
Q3 | $4.84M | Buy |
+13,255
| New | +$4.84M | 1.06% | 30 |
|
|
2023
Q2 | – | Sell |
-8,414
| Closed | -$2.9M | – | 42 |
|
|
2023
Q1 | $2.9M | Hold |
8,414
| – | – | 0.74% | 34 |
|
|
2022
Q4 | $2.82M | Buy |
+8,414
| New | +$2.82M | 0.8% | 31 |
|