Copperwynd 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 | $255K | Buy |
484
+29
| +6% | +$15.3K | 0.06% | 133 |
|
|
2025
Q1 | $231K | Sell |
455
-14
| -3% | -$7.12K | 0.06% | 133 |
|
|
2024
Q4 | $234K | Sell |
469
-12
| -2% | -$5.98K | 0.06% | 127 |
|
|
2024
Q3 | $249K | Sell |
481
-7
| -1% | -$3.62K | 0.07% | 127 |
|
|
2024
Q2 | $237K | Buy |
+488
| New | +$237K | 0.08% | 132 |
|