Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $327K | Hold |
|
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|
2023
Q1 | $281K | Buy |
|
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|
2022
Q4 | $268K | Hold |
|
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
|