Delos Wealth Advisors’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 | $5.27K | Buy |
+10
| New | +$5.27K | ﹤0.01% | 195 |
|
|
2024
Q3 | – | Sell |
-45
| Closed | -$20.1K | – | 334 |
|
|
2024
Q2 | $20.1K | Hold |
45
| – | – | 0.02% | 97 |
|
|
2024
Q1 | $19.1K | Buy |
45
+44
| +4,400% | +$18.7K | 0.02% | 95 |
|
|
2023
Q4 | $441 | Hold |
1
| – | – | ﹤0.01% | 269 |
|
|
2023
Q3 | $391 | Hold |
1
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $401 | Hold |
1
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $345 | Hold |
1
| – | – | ﹤0.01% | 331 |
|
|
2022
Q4 | $335 | Hold |
1
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 372 |
|
|
2022
Q1 | – | Sell |
-21
| Closed | -$10K | – | 404 |
|
|
2021
Q4 | $10K | Buy |
+21
| New | +$10K | 0.01% | 219 |
|