Delos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.87K | Hold |
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|
2025
Q2 | $5.27K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $20.1K | Hold |
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|
2024
Q1 | $19.1K | Buy |
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|
2023
Q4 | $441 | Hold |
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|
2023
Q3 | $391 | Hold |
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|
2023
Q2 | $401 | Hold |
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|
2023
Q1 | $345 | Hold |
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|
2022
Q4 | $335 | Hold |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Buy |
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