Convergence Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
832
-2
| -0.2% | -$1.06K | 0.08% | 122 |
|
|
2025
Q1 | $424K | Sell |
834
-8
| -1% | -$4.07K | 0.08% | 113 |
|
|
2024
Q4 | $419K | Sell |
842
-37
| -4% | -$18.4K | 0.08% | 102 |
|
|
2024
Q3 | $454K | Buy |
879
+50
| +6% | +$25.8K | 0.1% | 97 |
|
|
2024
Q2 | $370K | Buy |
+829
| New | +$370K | 0.1% | 109 |
|