Coppell Advisory Solutions’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
Q1 | – | Sell |
-88
| Closed | -$43.8K | – | 1636 |
|
|
2024
Q4 | $43.8K | Hold |
88
| – | – | 0.01% | 624 |
|
|
2024
Q3 | $45.1K | Buy |
88
+67
| +319% | +$34.4K | 0.01% | 582 |
|
|
2024
Q2 | $9.37K | Buy |
+21
| New | +$9.37K | ﹤0.01% | 1028 |
|
|
2023
Q4 | $7.49K | Buy |
+17
| New | +$7.49K | ﹤0.01% | 1009 |
|
|
2023
Q3 | – | Sell |
-135
| Closed | -$53.4K | – | 1509 |
|
|
2023
Q2 | $53.4K | Buy |
+135
| New | +$53.4K | 0.02% | 342 |
|