CreativeOne Wealth’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 | $883K | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $735K | Buy |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $838K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $324K | Buy |
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