Creative Financial Designs’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 | $14.8K | Sell |
28
-33
| -54% | -$17.5K | ﹤0.01% | 1223 |
|
|
2025
Q1 | $31K | Sell |
61
-10
| -14% | -$5.09K | ﹤0.01% | 969 |
|
|
2024
Q4 | $35.4K | Sell |
71
-70
| -50% | -$34.9K | ﹤0.01% | 903 |
|
|
2024
Q3 | $72.8K | Buy |
141
+138
| +4,600% | +$71.3K | 0.01% | 673 |
|
|
2024
Q2 | $1.34K | Hold |
3
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q1 | $1.28K | Sell |
3
-3
| -50% | -$1.28K | ﹤0.01% | 1529 |
|
|
2023
Q4 | $2.64K | Hold |
6
| – | – | ﹤0.01% | 1386 |
|
|
2023
Q3 | $2.19K | Sell |
6
-6
| -50% | -$2.19K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $4.81K | Buy |
12
+6
| +100% | +$2.41K | ﹤0.01% | 1187 |
|
|
2023
Q1 | $2.07K | Buy |
+6
| New | +$2.07K | ﹤0.01% | 1257 |
|
|
2021
Q4 | – | Sell |
-74
| Closed | -$31K | – | 1430 |
|
|
2021
Q3 | $31K | Hold |
74
| – | – | 0.01% | 750 |
|
|
2021
Q2 | $30K | Hold |
74
| – | – | 0.01% | 754 |
|
|
2021
Q1 | $26K | Hold |
74
| – | – | 0.01% | 722 |
|
|
2020
Q4 | $24K | Sell |
74
-17
| -19% | -$5.51K | 0.01% | 683 |
|
|
2020
Q3 | $33K | Buy |
91
+48
| +112% | +$17.4K | 0.01% | 552 |
|
|
2020
Q2 | $14K | Buy |
+43
| New | +$14K | ﹤0.01% | 678 |
|