Cyndeo Wealth Partners’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 | $2.6M | Buy |
4,923
+307
| +7% | +$162K | 0.15% | 146 |
|
|
2025
Q1 | $2.35M | Sell |
4,616
-1,414
| -23% | -$718K | 0.15% | 149 |
|
|
2024
Q4 | $3M | Buy |
6,030
+110
| +2% | +$54.8K | 0.2% | 127 |
|
|
2024
Q3 | $3.06M | Buy |
5,920
+450
| +8% | +$232K | 0.21% | 125 |
|
|
2024
Q2 | $2.44M | Buy |
5,470
+1,154
| +27% | +$515K | 0.19% | 139 |
|
|
2024
Q1 | $1.84M | Sell |
4,316
-234
| -5% | -$99.6K | 0.15% | 158 |
|
|
2023
Q4 | $2M | Buy |
4,550
+1,754
| +63% | +$773K | 0.19% | 139 |
|
|
2023
Q3 | $1.02M | Buy |
2,796
+56
| +2% | +$20.5K | 0.11% | 169 |
|
|
2023
Q2 | $1.1M | Buy |
2,740
+685
| +33% | +$275K | 0.11% | 161 |
|
|
2023
Q1 | $708K | Buy |
2,055
+483
| +31% | +$167K | 0.08% | 194 |
|
|
2022
Q4 | $527K | Buy |
+1,572
| New | +$527K | 0.06% | 209 |
|