Covestor’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 | $365K | Buy |
692
+10
| +1% | +$5.28K | 0.22% | 53 |
|
|
2025
Q1 | $347K | Buy |
682
+32
| +5% | +$16.3K | 0.23% | 38 |
|
|
2024
Q4 | $324K | Buy |
650
+193
| +42% | +$96.2K | 0.2% | 52 |
|
|
2024
Q3 | $236K | Sell |
457
-59
| -11% | -$30.5K | 0.15% | 127 |
|
|
2024
Q2 | $230K | Buy |
516
+29
| +6% | +$12.9K | 0.15% | 121 |
|
|
2024
Q1 | $208K | Buy |
487
+86
| +21% | +$36.7K | 0.13% | 151 |
|
|
2023
Q4 | $177K | Buy |
401
+58
| +17% | +$25.6K | 0.12% | 198 |
|
|
2023
Q3 | $126K | Sell |
343
-118
| -26% | -$43.3K | 0.1% | 294 |
|
|
2023
Q2 | $185K | Buy |
461
+118
| +34% | +$47.4K | 0.14% | 142 |
|
|
2023
Q1 | $118K | Sell |
343
-61
| -15% | -$21K | 0.1% | 294 |
|
|
2022
Q4 | $136K | Sell |
404
-17
| -4% | -$5.72K | 0.11% | 257 |
|
|
2022
Q3 | $129K | Sell |
421
-104
| -20% | -$31.9K | 0.11% | 229 |
|
|
2022
Q2 | $177K | Buy |
525
+32
| +6% | +$10.8K | 0.14% | 137 |
|
|
2022
Q1 | $202K | Buy |
493
+177
| +56% | +$72.5K | 0.13% | 147 |
|
|
2021
Q4 | $149K | Buy |
+316
| New | +$149K | 0.21% | 56 |
|