CVA Family Office’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 | $422K | Sell |
801
-5
| -0.6% | -$2.64K | 0.06% | 187 |
|
|
2025
Q1 | $410K | Buy |
806
+60
| +8% | +$30.5K | 0.06% | 186 |
|
|
2024
Q4 | $372K | Buy |
746
+28
| +4% | +$13.9K | 0.06% | 190 |
|
|
2024
Q3 | $371K | Buy |
718
+18
| +3% | +$9.3K | 0.06% | 177 |
|
|
2024
Q2 | $312K | Buy |
700
+4
| +0.6% | +$1.78K | 0.06% | 187 |
|
|
2024
Q1 | $296K | Buy |
696
+1
| +0.1% | +$425 | 0.05% | 195 |
|
|
2023
Q4 | $306K | Buy |
695
+60
| +9% | +$26.4K | 0.06% | 185 |
|
|
2023
Q3 | $232K | Sell |
635
-74
| -10% | -$27K | 0.05% | 196 |
|
|
2023
Q2 | $284K | Buy |
709
+90
| +15% | +$36.1K | 0.06% | 178 |
|
|
2023
Q1 | $213K | Buy |
619
+52
| +9% | +$17.9K | 0.05% | 214 |
|
|
2022
Q4 | $190K | Buy |
567
+252
| +80% | +$84.4K | 0.05% | 213 |
|
|
2022
Q3 | $96K | Sell |
315
-10
| -3% | -$3.05K | 0.03% | 249 |
|
|
2022
Q2 | $110K | Sell |
325
-236
| -42% | -$79.9K | 0.03% | 231 |
|
|
2022
Q1 | $230K | Buy |
561
+250
| +80% | +$102K | 0.06% | 163 |
|
|
2021
Q4 | $147K | Buy |
+311
| New | +$147K | 0.04% | 192 |
|
|
2021
Q3 | – | Sell |
-306
| Closed | -$126K | – | 810 |
|
|
2021
Q2 | $126K | Buy |
306
+91
| +42% | +$37.5K | 0.04% | 207 |
|
|
2021
Q1 | $76K | Buy |
+215
| New | +$76K | 0.03% | 220 |
|