Dakota Wealth Management’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 | $232K | Buy |
+440
| New | +$232K | ﹤0.01% | 687 |
|
|
2022
Q2 | – | Sell |
-1,597
| Closed | -$655K | – | 541 |
|
|
2022
Q1 | $655K | Sell |
1,597
-2,621
| -62% | -$1.07M | 0.05% | 246 |
|
|
2021
Q4 | $1.99M | Sell |
4,218
-71
| -2% | -$33.5K | 0.21% | 114 |
|
|
2021
Q3 | $1.82M | Sell |
4,289
-182
| -4% | -$77.3K | 0.21% | 118 |
|
|
2021
Q2 | $1.84M | Buy |
4,471
+1,517
| +51% | +$623K | 0.22% | 109 |
|
|
2021
Q1 | $1.04M | Sell |
2,954
-261
| -8% | -$92.1K | 0.14% | 142 |
|
|
2020
Q4 | $1.06M | Buy |
3,215
+247
| +8% | +$81.2K | 0.14% | 140 |
|
|
2020
Q3 | $1.07M | Buy |
2,968
+2,286
| +335% | +$824K | 0.17% | 112 |
|
|
2020
Q2 | $225K | Buy |
+682
| New | +$225K | 0.04% | 238 |
|