Daymark 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 | $1.46M | Buy |
2,768
+408
| +17% | +$215K | 0.06% | 214 |
|
|
2025
Q1 | $1.2M | Sell |
2,360
-21
| -0.9% | -$10.7K | 0.05% | 218 |
|
|
2024
Q4 | $1.19M | Sell |
2,381
-69
| -3% | -$34.4K | 0.05% | 213 |
|
|
2024
Q3 | $1.27M | Sell |
2,450
-41
| -2% | -$21.2K | 0.05% | 216 |
|
|
2024
Q2 | $1.11M | Sell |
2,491
-70
| -3% | -$31.2K | 0.05% | 225 |
|
|
2024
Q1 | $1.09M | Buy |
2,561
+25
| +1% | +$10.6K | 0.06% | 188 |
|
|
2023
Q4 | $1.12M | Sell |
2,536
-262
| -9% | -$115K | 0.07% | 177 |
|
|
2023
Q3 | $1.02M | Sell |
2,798
-401
| -13% | -$147K | 0.07% | 170 |
|
|
2023
Q2 | $1.28M | Sell |
3,199
-2,312
| -42% | -$927K | 0.1% | 149 |
|
|
2023
Q1 | $1.9M | Buy |
+5,511
| New | +$1.9M | 0.25% | 85 |
|