Cornerstone Planning Group’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 | $629 | Sell |
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|
2025
Q2 | $141K | Sell |
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|
2025
Q1 | $140K | Buy |
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|
2024
Q4 | $131K | Sell |
|
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|
2024
Q3 | $124K | Sell |
|
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|
2024
Q2 | $123K | Buy |
|
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|
2024
Q1 | $69.7K | Sell |
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|
2023
Q4 | $88.5K | Buy |
|
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|
2023
Q3 | $68.7K | Sell |
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|
2023
Q2 | $83.4K | Buy |
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|
2022
Q4 | $75.1K | Buy |
|